+174.6%
ZTS vs TECH
+351.7%
-177.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -2.0% | +0.1% | -2.1% | -2.0% |
| 30D | +1.9% | +0.7% | +1.2% | +1.6% |
| 3M | -4.0% | +36.3% | -40.3% | -14.7% |
| 6M | -39.1% | +25.6% | -64.7% | -45.4% |
| YTD | -38.8% | +23.7% | -62.5% | -45.0% |
| 1Y | -49.6% | +37.6% | -87.2% | -56.7% |
| 3Y | -59.0% | -6.6% | -52.4% | -61.0% |
| 5Y | -61.8% | -42.2% | -19.5% | -57.0% |
| 10Y | +61.4% | +187.6% | -126.1% | -9.0% |
| All | +174.6% | +351.7% | -177.1% | +32.0% |
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 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