-58.7%
ZTS vs HDB
-27.8%
-31.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.0% | +0.1% | -2.3% |
| 7D | -4.8% | -2.0% | -2.7% | -4.3% |
| 30D | +1.2% | -4.9% | +6.1% | +2.4% |
| 3M | -6.0% | -2.3% | -3.7% | -5.9% |
| 6M | -38.7% | -23.7% | -15.0% | -35.4% |
| YTD | -40.6% | -38.5% | -2.1% | -34.8% |
| 1Y | -50.6% | -36.5% | -14.1% | -46.2% |
| 3Y | -58.7% | -28.5% | -30.3% | -57.1% |
| All | -58.7% | -27.8% | -31.0% | -57.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling