-62.8%
ZTS vs TECH
-41.8%
-21.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.2% | -2.8% | -2.9% |
| 7D | -4.8% | +0.2% | -5.0% | -4.8% |
| 30D | +1.2% | +0.1% | +1.1% | +1.2% |
| 3M | -6.0% | +37.5% | -43.5% | -15.9% |
| 6M | -38.7% | +34.6% | -73.3% | -45.8% |
| YTD | -40.6% | +23.5% | -64.1% | -46.0% |
| 1Y | -50.6% | +34.4% | -85.0% | -56.7% |
| 3Y | -58.7% | +2.3% | -61.0% | -61.8% |
| 5Y | -62.8% | -41.7% | -21.1% | -57.0% |
| All | -62.8% | -41.8% | -21.0% | -57.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling