-59.1%
ZTS vs DHI
+21.1%
-80.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.6% | -0.3% |
| 7D | -3.7% | -3.4% | -0.3% | -2.8% |
| 30D | -0.8% | -5.4% | +4.7% | +0.7% |
| 3M | -9.7% | -10.4% | +0.7% | -7.3% |
| 6M | -38.4% | -2.8% | -35.6% | -38.3% |
| YTD | -41.1% | -3.4% | -37.7% | -41.0% |
| 1Y | -50.6% | -22.9% | -27.7% | -47.9% |
| 3Y | -59.1% | +20.7% | -79.8% | -63.1% |
| All | -59.1% | +21.1% | -80.2% | -63.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling