+10.8%
HD vs ZTS
-61.7%
+72.5%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.6% | +1.2% |
| 7D | -2.1% | -2.0% | -0.1% | -1.4% |
| 30D | -8.4% | +1.9% | -10.3% | -9.3% |
| 3M | +4.3% | -4.0% | +8.3% | +5.5% |
| 6M | -11.1% | -39.1% | +28.0% | +4.9% |
| YTD | -4.7% | -38.8% | +34.1% | +12.2% |
| 1Y | -19.8% | -49.6% | +29.8% | +1.3% |
| 3Y | +4.1% | -59.0% | +63.1% | +41.1% |
| All | +10.8% | -61.7% | +72.5% | +48.2% |
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 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