-26.7%
ZTS vs DHI
+9.6%
-36.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +8.1% | -0.6% | +4.6% |
| 7D | +15.4% | +9.8% | +5.6% | +11.7% |
| 30D | +25.8% | +17.8% | +7.9% | +18.8% |
| 3M | +18.1% | +4.7% | +13.4% | +15.6% |
| 6M | -19.7% | +10.0% | -29.8% | -22.8% |
| YTD | -27.5% | +10.0% | -37.5% | -31.2% |
| 1Y | -26.7% | +9.1% | -35.8% | -30.9% |
| All | -26.7% | +9.6% | -36.3% | -30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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