+5.8%
HD vs ZTS
-61.3%
+67.1%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.3% | +1.5% | -0.6% |
| 7D | +4.3% | -0.4% | +4.7% | +4.4% |
| 30D | +20.2% | +11.7% | +8.5% | +15.4% |
| 3M | -1.0% | +3.5% | -4.5% | -2.5% |
| 6M | +7.9% | -27.6% | +35.5% | +19.0% |
| YTD | +2.0% | -35.5% | +37.5% | +17.7% |
| 1Y | -4.3% | -32.1% | +27.8% | +8.1% |
| 3Y | +25.9% | -49.1% | +75.0% | +54.7% |
| All | +5.8% | -61.3% | +67.1% | +38.6% |
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