-13.7%
HAL vs ZTS
-51.2%
+37.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.3% | +3.0% | +0.2% |
| 7D | -12.0% | -0.4% | -11.6% | -12.0% |
| 30D | +0.3% | +11.7% | -11.4% | -1.8% |
| 3M | -1.6% | +3.5% | -5.1% | -2.5% |
| 6M | -20.5% | -27.6% | +7.1% | -16.2% |
| YTD | +14.2% | -35.5% | +49.7% | +23.2% |
| 1Y | +18.9% | -32.1% | +51.0% | +26.6% |
| 3Y | -13.7% | -49.1% | +35.3% | +1.9% |
| All | -13.7% | -51.2% | +37.5% | +1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZTS.
Daily Out/Under-Performance
Portfolio return minus ZTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZTS 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 3y: compounded portfolio wealth divided by compounded ZTS 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…
3y analysis · Full analysis span regression · 6 months rolling