-59.0%
ZTS vs HRB
+25.9%
-84.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | -0.4% |
| 7D | -3.8% | -10.6% | +6.9% | -4.0% |
| 30D | -2.0% | -0.8% | -1.2% | -1.9% |
| 3M | -10.2% | +19.1% | -29.3% | -9.6% |
| 6M | -39.4% | +48.7% | -88.1% | -37.3% |
| YTD | -40.8% | +7.1% | -47.9% | -35.6% |
| 1Y | -50.1% | -8.3% | -41.8% | -44.2% |
| All | -59.0% | +25.9% | -84.9% | -56.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling