+55.7%
ZTS vs HALO
+979.6%
-923.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | -3.7% | -2.7% | -1.0% | -3.3% |
| 30D | -0.8% | +5.3% | -6.1% | -1.6% |
| 3M | -9.7% | +51.6% | -61.3% | -16.4% |
| 6M | -38.4% | +61.3% | -99.6% | -43.5% |
| YTD | -41.1% | +59.3% | -100.4% | -46.1% |
| 1Y | -50.6% | +38.3% | -88.9% | -53.8% |
| 3Y | -59.1% | +185.9% | -245.0% | -67.3% |
| 5Y | -62.7% | +159.9% | -222.7% | -70.2% |
| All | +55.7% | +979.6% | -923.8% | +2.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling