-3.4%
HAL vs ZTS
-57.7%
+54.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.5% |
| 7D | +2.9% | -2.0% | +4.9% | +3.3% |
| 30D | +17.0% | +1.9% | +15.1% | +16.5% |
| 3M | -9.7% | -4.0% | -5.6% | -9.3% |
| 6M | +8.6% | -39.1% | +47.8% | +18.6% |
| YTD | +33.0% | -38.8% | +71.8% | +45.1% |
| 1Y | +68.3% | -49.6% | +117.9% | +91.9% |
| All | -3.4% | -57.7% | +54.4% | +7.9% |
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