+362.8%
HPE vs ZTS
-63.0%
+425.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.5% | +5.2% |
| 7D | +13.6% | -3.8% | +17.4% | +14.6% |
| 30D | +7.7% | -2.0% | +9.7% | +8.0% |
| 3M | +22.4% | -10.2% | +32.6% | +25.0% |
| 6M | +172.6% | -39.4% | +212.0% | +210.3% |
| YTD | +147.5% | -40.8% | +188.3% | +184.3% |
| 1Y | +151.8% | -50.1% | +201.9% | +204.7% |
| 3Y | +267.1% | -58.9% | +325.9% | +363.9% |
| 5Y | +362.8% | -62.4% | +425.1% | +459.5% |
| All | +362.8% | -63.0% | +425.7% | +459.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling