-26.7%
ZTS vs HALO
+92.7%
-119.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.3% | +6.1% | +7.4% |
| 7D | +15.4% | +0.2% | +15.2% | +15.4% |
| 30D | +25.8% | +20.3% | +5.4% | +23.8% |
| 3M | +18.1% | +56.6% | -38.5% | +13.6% |
| 6M | -19.7% | +101.9% | -121.6% | -27.0% |
| YTD | -27.5% | +93.7% | -121.2% | -35.5% |
| 1Y | -26.7% | +91.5% | -118.3% | -35.0% |
| All | -26.7% | +92.7% | -119.4% | -35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 HALO 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