+14.3%
ZTS vs BHP
-9.1%
+23.4%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.3% | +0.9% |
| 7D | +5.6% | -0.5% | +6.1% | +5.5% |
| 30D | +12.1% | -4.5% | +16.6% | +11.4% |
| 3M | +11.3% | -6.9% | +18.2% | +10.7% |
| 6M | +14.3% | -10.6% | +24.9% | +14.6% |
| All | +14.3% | -9.1% | +23.4% | +14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 6mo: compounded portfolio wealth divided by compounded BHP 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…
6mo analysis · Full analysis span regression · 6 months rolling