+205.7%
ZTS vs HRB
+256.2%
-50.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.5% | +1.3% |
| 7D | +5.6% | -5.1% | +10.7% | +6.4% |
| 30D | +12.1% | +8.7% | +3.4% | +10.7% |
| 3M | +11.3% | -5.4% | +16.7% | +12.1% |
| 6M | +14.3% | +41.6% | -27.3% | +7.7% |
| YTD | -31.9% | +18.7% | -50.5% | -34.3% |
| 1Y | -29.3% | +16.4% | -45.7% | -31.6% |
| 3Y | -48.0% | +22.0% | -70.0% | -50.9% |
| 5Y | -58.9% | +141.2% | -200.1% | -66.6% |
| 10Y | +81.7% | +223.1% | -141.5% | +29.7% |
| All | +205.7% | +256.2% | -50.5% | +119.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling