-0.6%
HAL vs ZTS
+196.1%
-196.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.2% | -0.1% |
| 7D | -6.5% | -0.6% | -5.8% | -6.6% |
| 30D | -2.1% | +11.0% | -13.1% | -6.4% |
| 3M | -4.9% | +10.9% | -15.8% | -9.4% |
| 6M | -19.3% | +0.9% | -20.2% | -20.9% |
| YTD | +14.3% | -33.0% | +47.3% | +29.5% |
| 1Y | +17.3% | -29.6% | +46.9% | +29.9% |
| 3Y | -10.9% | -49.0% | +38.1% | +9.5% |
| 5Y | +47.4% | -59.5% | +106.9% | +95.1% |
| 10Y | -20.8% | +77.0% | -97.8% | -41.5% |
| All | -0.6% | +196.1% | -196.7% | -36.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling