-50.3%
ZTS vs TECH
+34.5%
-84.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -4.5% | -0.5% | -4.0% | -4.4% |
| 30D | -3.3% | 0.0% | -3.3% | -3.3% |
| 3M | -9.7% | +37.4% | -47.2% | -15.4% |
| 6M | -38.8% | +36.9% | -75.7% | -43.2% |
| YTD | -41.2% | +23.1% | -64.3% | -43.7% |
| 1Y | -50.3% | +42.2% | -92.5% | -54.3% |
| All | -50.3% | +34.5% | -84.8% | -54.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling