+174.6%
ZTS vs HRB
+249.4%
-74.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.0% | +3.4% | 0.0% |
| 7D | -2.0% | -5.7% | +3.7% | -1.1% |
| 30D | +1.9% | +7.9% | -6.0% | +0.4% |
| 3M | -4.0% | +32.1% | -36.1% | -8.5% |
| 6M | -39.1% | +62.2% | -101.4% | -44.6% |
| YTD | -38.8% | +16.4% | -55.2% | -40.8% |
| 1Y | -49.6% | -0.3% | -49.3% | -49.8% |
| 3Y | -59.0% | +36.0% | -95.0% | -62.1% |
| 5Y | -61.8% | +125.2% | -187.0% | -68.5% |
| 10Y | +61.4% | +237.7% | -176.2% | +14.2% |
| All | +174.6% | +249.4% | -74.8% | +97.4% |
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