+132.3%
HON vs ZTS
+58.7%
+73.6%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -3.5% | -3.7% | +0.3% | -2.1% |
| 30D | -13.8% | -0.8% | -13.0% | -13.7% |
| 3M | -11.7% | -9.7% | -1.9% | -8.8% |
| 6M | -18.7% | -38.4% | +19.7% | -4.3% |
| YTD | +0.2% | -41.1% | +41.3% | +20.1% |
| 1Y | -3.1% | -50.6% | +47.6% | +24.1% |
| 3Y | +17.0% | -59.1% | +76.1% | +58.7% |
| 5Y | +2.0% | -62.7% | +64.7% | +41.3% |
| All | +132.3% | +58.7% | +73.6% | +87.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling