-62.4%
ZTS vs HBM
+392.2%
-454.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.3% |
| 7D | -3.8% | +5.5% | -9.3% | -4.2% |
| 30D | -2.0% | +3.3% | -5.3% | -2.5% |
| 3M | -10.2% | +12.7% | -22.8% | -11.7% |
| 6M | -39.4% | +28.2% | -67.6% | -41.8% |
| YTD | -40.8% | +45.3% | -86.1% | -44.3% |
| 1Y | -50.1% | +121.7% | -171.8% | -55.5% |
| 3Y | -58.9% | +523.5% | -582.4% | -69.0% |
| 5Y | -62.4% | +393.9% | -456.3% | -71.1% |
| All | -62.4% | +392.2% | -454.6% | -71.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling