+205.0%
HD vs ZTS
+54.3%
+150.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.0% | +0.7% | -1.0% |
| 7D | -1.2% | -4.8% | +3.6% | +1.0% |
| 30D | -11.1% | +1.2% | -12.4% | -11.8% |
| 3M | +2.0% | -6.0% | +8.1% | +4.3% |
| 6M | -10.5% | -38.7% | +28.3% | +9.2% |
| YTD | -6.9% | -40.6% | +33.8% | +15.2% |
| 1Y | -23.2% | -50.6% | +27.4% | +2.9% |
| 3Y | +3.1% | -58.7% | +61.8% | +47.2% |
| 5Y | +7.4% | -62.8% | +70.2% | +58.4% |
| 10Y | +205.0% | +56.2% | +148.8% | +152.3% |
| All | +205.0% | +54.3% | +150.7% | +152.3% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling