+163.9%
ZTS vs DHI
+552.8%
-388.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | +0.1% |
| 7D | -4.5% | -6.1% | +1.6% | -2.7% |
| 30D | -3.3% | -10.1% | +6.8% | -0.3% |
| 3M | -9.7% | -7.3% | -2.4% | -8.1% |
| 6M | -38.8% | -6.1% | -32.7% | -38.1% |
| YTD | -41.2% | -5.0% | -36.1% | -40.8% |
| 1Y | -50.3% | -22.1% | -28.2% | -47.2% |
| 3Y | -59.1% | +19.2% | -78.4% | -62.8% |
| 5Y | -62.8% | +59.4% | -122.2% | -69.6% |
| 10Y | +57.8% | +401.8% | -344.0% | -10.2% |
| All | +163.9% | +552.8% | -388.9% | +42.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling