+87.8%
ZTS vs HDB
+63.5%
+24.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.6% | +0.9% |
| 7D | +5.6% | +2.7% | +2.8% | +4.7% |
| 30D | +12.1% | +14.1% | -2.1% | +7.5% |
| 3M | +11.3% | +11.8% | -0.5% | +7.2% |
| 6M | +14.3% | +8.2% | +6.1% | +10.7% |
| YTD | -31.9% | -29.3% | -2.6% | -24.9% |
| 1Y | -29.3% | -28.8% | -0.5% | -22.3% |
| 3Y | -48.0% | -7.5% | -40.6% | -48.5% |
| 5Y | -58.9% | -23.1% | -35.8% | -57.5% |
| All | +87.8% | +63.5% | +24.2% | +47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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