+55.5%
ZTS vs TECH
+189.8%
-134.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | -4.5% | -0.5% | -4.0% | -4.3% |
| 30D | -3.3% | 0.0% | -3.3% | -3.3% |
| 3M | -9.7% | +37.4% | -47.2% | -20.0% |
| 6M | -38.8% | +36.9% | -75.7% | -46.8% |
| YTD | -41.2% | +23.1% | -64.3% | -47.0% |
| 1Y | -50.3% | +42.2% | -92.5% | -57.8% |
| 3Y | -59.1% | +1.9% | -61.1% | -62.5% |
| 5Y | -62.8% | -42.9% | -19.8% | -57.7% |
| All | +55.5% | +189.8% | -134.3% | -12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling