+6.7%
HD vs ZTS
-58.9%
+65.6%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.3% |
| 7D | +1.5% | +5.6% | -4.0% | -0.5% |
| 30D | +18.0% | +12.1% | +5.9% | +13.2% |
| 3M | +2.8% | +11.3% | -8.5% | -1.3% |
| 6M | +17.0% | +14.3% | +2.7% | +10.8% |
| YTD | +3.5% | -31.9% | +35.4% | +17.1% |
| 1Y | -2.6% | -29.3% | +26.7% | +8.5% |
| 3Y | +30.7% | -48.0% | +78.8% | +60.1% |
| All | +6.7% | -58.9% | +65.6% | +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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling