+39.7%
HPQ vs ZTS
-62.5%
+102.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.3% | +5.3% | +5.0% |
| 7D | +2.2% | -3.8% | +6.0% | +3.6% |
| 30D | +9.7% | -2.0% | +11.8% | +10.6% |
| 3M | +32.7% | -10.2% | +42.9% | +37.3% |
| 6M | +77.7% | -39.4% | +117.1% | +109.2% |
| YTD | +51.0% | -40.8% | +91.8% | +79.4% |
| 1Y | +18.4% | -50.1% | +68.5% | +50.4% |
| 3Y | +25.6% | -58.9% | +84.5% | +69.5% |
| All | +39.7% | -62.5% | +102.2% | +82.5% |
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