+55.7%
ZTS vs DHI
+414.5%
-358.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.6% | -0.4% |
| 7D | -3.7% | -3.4% | -0.3% | -2.7% |
| 30D | -0.8% | -5.4% | +4.7% | +1.0% |
| 3M | -9.7% | -10.4% | +0.7% | -7.0% |
| 6M | -38.4% | -2.8% | -35.6% | -38.3% |
| YTD | -41.1% | -3.4% | -37.7% | -41.1% |
| 1Y | -50.6% | -22.9% | -27.7% | -47.2% |
| 3Y | -59.1% | +20.7% | -79.8% | -63.4% |
| 5Y | -62.7% | +62.1% | -124.8% | -70.4% |
| All | +55.7% | +414.5% | -358.8% | -13.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling