-61.4%
ZTS vs HAS
+13.4%
-74.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | -2.0% | -1.8% | -0.2% | -1.5% |
| 30D | +1.9% | +2.3% | -0.4% | +1.2% |
| 3M | -4.0% | +10.4% | -14.4% | -7.0% |
| 6M | -39.1% | -3.2% | -35.9% | -38.9% |
| YTD | -38.8% | +15.4% | -54.2% | -41.9% |
| 1Y | -49.6% | +18.8% | -68.4% | -52.6% |
| 3Y | -59.0% | +43.9% | -102.9% | -64.2% |
| All | -61.4% | +13.4% | -74.8% | -63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 5y: compounded portfolio wealth divided by compounded HAS 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…
5y analysis · Full analysis span regression · 6 months rolling