+603.9%
HD vs ZTS
+185.1%
+418.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.3% | +1.5% | -0.5% |
| 7D | +4.3% | -0.4% | +4.7% | +4.4% |
| 30D | +20.2% | +11.7% | +8.5% | +14.8% |
| 3M | -1.0% | +3.5% | -4.5% | -2.7% |
| 6M | +7.9% | -27.6% | +35.5% | +20.3% |
| YTD | +2.0% | -35.5% | +37.5% | +19.3% |
| 1Y | -4.3% | -32.1% | +27.8% | +9.5% |
| 3Y | +25.9% | -49.1% | +75.0% | +58.3% |
| 5Y | +5.8% | -61.0% | +66.9% | +46.9% |
| 10Y | +262.5% | +74.4% | +188.1% | +200.1% |
| All | +603.9% | +185.1% | +418.8% | +397.0% |
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