-0.7%
HAL vs ZTS
+185.1%
-185.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.3% | +3.0% | +1.0% |
| 7D | -12.0% | -0.4% | -11.6% | -12.2% |
| 30D | +0.3% | +11.7% | -11.4% | -4.4% |
| 3M | -1.6% | +3.5% | -5.1% | -3.8% |
| 6M | -20.5% | -27.6% | +7.1% | -12.4% |
| YTD | +14.2% | -35.5% | +49.7% | +31.3% |
| 1Y | +18.9% | -32.1% | +51.0% | +33.3% |
| 3Y | -13.7% | -49.1% | +35.3% | +5.6% |
| 5Y | +42.2% | -61.0% | +103.2% | +90.9% |
| 10Y | -16.7% | +74.4% | -91.1% | -38.0% |
| All | -0.7% | +185.1% | -185.8% | -35.8% |
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