-59.0%
ZTS vs HIG
+101.4%
-160.4%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.6% |
| 7D | -3.8% | -0.5% | -3.3% | -3.6% |
| 30D | -2.0% | -2.8% | +0.8% | -1.1% |
| 3M | -10.2% | +6.3% | -16.5% | -12.1% |
| 6M | -39.4% | -0.1% | -39.3% | -39.5% |
| YTD | -40.8% | +0.4% | -41.3% | -41.0% |
| 1Y | -50.1% | +6.2% | -56.4% | -51.0% |
| All | -59.0% | +101.4% | -160.4% | -65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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