-26.7%
ZTS vs HBM
+47.3%
-74.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.6% | +3.8% | +7.6% |
| 7D | +15.4% | -5.8% | +21.3% | +15.2% |
| 30D | +25.8% | -18.5% | +44.2% | +25.1% |
| 3M | +18.1% | -10.3% | +28.4% | +17.7% |
| 6M | -19.7% | +2.1% | -21.9% | -21.2% |
| YTD | -27.5% | +12.0% | -39.5% | -29.5% |
| 1Y | -26.7% | +49.8% | -76.5% | -29.6% |
| All | -26.7% | +47.3% | -74.0% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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