+246.3%
HPE vs ZTS
-59.2%
+305.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.6% | -5.6% | -6.2% |
| 7D | +1.4% | -4.5% | +5.9% | +2.0% |
| 30D | +1.5% | -3.3% | +4.8% | +1.9% |
| 3M | +21.7% | -9.7% | +31.5% | +23.4% |
| 6M | +164.2% | -38.8% | +203.0% | +191.9% |
| YTD | +132.1% | -41.2% | +173.2% | +159.6% |
| 1Y | +130.6% | -50.3% | +180.9% | +168.4% |
| All | +246.3% | -59.2% | +305.5% | +323.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling