+301.9%
HL vs ZTS
+162.3%
+139.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.0% | +1.9% | -0.3% |
| 7D | +7.1% | -4.8% | +11.8% | +8.4% |
| 30D | +21.4% | +1.2% | +20.2% | +20.8% |
| 3M | +37.4% | -6.0% | +43.5% | +38.5% |
| 6M | +0.4% | -38.7% | +39.1% | +13.6% |
| YTD | +6.7% | -40.6% | +47.3% | +21.9% |
| 1Y | +102.4% | -50.6% | +153.0% | +144.4% |
| 3Y | +417.4% | -58.7% | +476.2% | +554.2% |
| 5Y | +243.3% | -62.8% | +306.2% | +337.9% |
| 10Y | +242.6% | +56.2% | +186.4% | +226.4% |
| All | +301.9% | +162.3% | +139.6% | +246.6% |
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 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