-26.7%
ZTS vs HRB
+16.9%
-43.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +4.4% | +3.1% | +8.0% |
| 7D | +15.4% | +16.0% | -0.6% | +17.6% |
| 30D | +25.8% | +32.1% | -6.3% | +30.9% |
| 3M | +18.1% | +21.5% | -3.4% | +21.9% |
| 6M | -19.7% | +82.1% | -101.8% | -1.5% |
| YTD | -27.5% | +31.6% | -59.1% | -10.3% |
| 1Y | -26.7% | +15.9% | -42.6% | -9.0% |
| All | -26.7% | +16.9% | -43.6% | -9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 1y: compounded portfolio wealth divided by compounded HRB 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…
1y analysis · Full analysis span regression · 6 months rolling