+174.6%
ZTS vs PWR
+2,079.3%
-1,904.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.8% |
| 7D | -2.0% | +3.6% | -5.6% | -2.7% |
| 30D | +1.9% | -8.6% | +10.5% | +3.6% |
| 3M | -4.0% | -13.2% | +9.2% | -2.2% |
| 6M | -39.1% | +9.9% | -49.0% | -41.7% |
| YTD | -38.8% | +48.0% | -86.8% | -45.8% |
| 1Y | -49.6% | +66.2% | -115.7% | -56.8% |
| 3Y | -59.0% | +195.1% | -254.1% | -70.9% |
| 5Y | -61.8% | +442.6% | -504.3% | -77.5% |
| 10Y | +61.4% | +2,334.2% | -2,272.8% | -39.0% |
| All | +174.6% | +2,079.3% | -1,904.7% | +0.7% |
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