+114.4%
HPE vs ZTS
-29.2%
+143.6%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.0% | -4.8% | -3.7% |
| 7D | +7.9% | +5.6% | +2.3% | +8.3% |
| 30D | -23.5% | +12.1% | -35.6% | -22.2% |
| 3M | -19.1% | +11.3% | -30.3% | -17.6% |
| 6M | +51.4% | +14.3% | +37.1% | +53.3% |
| YTD | +103.4% | -31.9% | +135.3% | +136.5% |
| 1Y | +114.4% | -29.3% | +143.7% | +146.3% |
| All | +114.4% | -29.2% | +143.6% | +146.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling