+201.1%
ZTS vs TECH
+354.0%
-152.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.2% | +0.1% |
| 7D | -7.4% | +0.1% | -7.5% | -7.5% |
| 30D | +9.9% | +0.3% | +9.6% | +9.8% |
| 3M | +10.3% | +1.0% | +9.3% | +9.9% |
| 6M | +9.2% | +54.0% | -44.8% | -7.3% |
| YTD | -32.9% | +24.3% | -57.2% | -39.7% |
| 1Y | -29.7% | +23.7% | -53.4% | -36.8% |
| 3Y | -49.0% | +28.5% | -77.4% | -57.3% |
| 5Y | -59.3% | -41.2% | -18.0% | -54.5% |
| 10Y | +78.9% | +189.2% | -110.2% | +0.7% |
| All | +201.1% | +354.0% | -152.9% | +44.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling