+55.5%
ZTS vs HDB
+32.9%
+22.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.3% |
| 7D | -4.5% | -6.2% | +1.7% | -2.5% |
| 30D | -3.3% | -6.2% | +2.9% | -1.3% |
| 3M | -9.7% | -5.9% | -3.9% | -8.4% |
| 6M | -38.8% | -25.9% | -12.9% | -33.2% |
| YTD | -41.2% | -40.2% | -1.0% | -31.4% |
| 1Y | -50.3% | -38.0% | -12.3% | -42.8% |
| 3Y | -59.1% | -30.5% | -28.7% | -55.5% |
| 5Y | -62.8% | -38.1% | -24.6% | -58.7% |
| All | +55.5% | +32.9% | +22.6% | +30.2% |
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