+189.6%
ZTS vs HDB
+178.9%
+10.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.8% | -5.1% | -3.8% |
| 7D | -0.4% | +13.3% | -13.7% | -4.0% |
| 30D | +11.7% | +13.6% | -1.8% | +7.6% |
| 3M | +3.5% | +5.8% | -2.3% | +1.5% |
| 6M | -27.6% | -1.9% | -25.7% | -27.6% |
| YTD | -35.5% | -31.2% | -4.3% | -28.7% |
| 1Y | -32.1% | -29.6% | -2.5% | -25.5% |
| 3Y | -49.1% | -10.1% | -39.0% | -49.0% |
| 5Y | -61.0% | -24.3% | -36.7% | -59.5% |
| 10Y | +74.4% | +59.3% | +15.1% | +38.1% |
| All | +189.6% | +178.9% | +10.7% | +105.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling