+189.6%
ZTS vs PWR
+1,788.2%
-1,598.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +6.3% | -9.6% | -4.6% |
| 7D | -0.4% | -12.9% | +12.5% | +1.9% |
| 30D | +11.7% | -22.8% | +34.6% | +16.9% |
| 3M | +3.5% | -19.0% | +22.4% | +6.6% |
| 6M | -27.6% | -31.1% | +3.5% | -23.3% |
| YTD | -35.5% | +28.3% | -63.7% | -41.7% |
| 1Y | -32.1% | +22.2% | -54.3% | -38.1% |
| 3Y | -49.1% | +222.2% | -271.3% | -65.5% |
| 5Y | -61.0% | +364.2% | -425.2% | -76.5% |
| 10Y | +74.4% | +1,864.8% | -1,790.4% | -32.2% |
| All | +189.6% | +1,788.2% | -1,598.6% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PWR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling