+15.6%
HAL vs ZTS
+170.4%
-154.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | +2.9% | -2.0% | +4.9% | +3.7% |
| 30D | +17.0% | +1.9% | +15.1% | +15.8% |
| 3M | -9.7% | -4.0% | -5.6% | -8.9% |
| 6M | +8.6% | -39.1% | +47.8% | +28.5% |
| YTD | +33.0% | -38.8% | +71.8% | +57.0% |
| 1Y | +68.3% | -49.6% | +117.9% | +113.6% |
| 3Y | +0.1% | -59.0% | +59.1% | +35.2% |
| 5Y | +102.6% | -61.8% | +164.4% | +173.9% |
| 10Y | +3.8% | +61.4% | -57.6% | -20.2% |
| All | +15.6% | +170.4% | -154.7% | -23.2% |
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