+201.1%
ZTS vs HDB
+188.6%
+12.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | 0.0% | +0.1% |
| 7D | -7.4% | +6.9% | -14.4% | -9.3% |
| 30D | +9.9% | +15.2% | -5.3% | +5.4% |
| 3M | +10.3% | +11.7% | -1.4% | +6.5% |
| 6M | +9.2% | +7.5% | +1.7% | +6.2% |
| YTD | -32.9% | -28.8% | -4.1% | -26.6% |
| 1Y | -29.7% | -29.1% | -0.6% | -23.1% |
| 3Y | -49.0% | -7.0% | -42.0% | -49.4% |
| 5Y | -59.3% | -22.1% | -37.2% | -58.1% |
| 10Y | +78.9% | +64.9% | +14.0% | +40.2% |
| All | +201.1% | +188.6% | +12.5% | +111.0% |
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