-49.6%
ZTS vs HUM
+31.0%
-80.6%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.6% |
| 7D | -2.0% | +4.2% | -6.1% | -1.9% |
| 30D | +1.9% | +10.4% | -8.5% | +2.0% |
| 3M | -4.0% | +15.1% | -19.1% | -4.3% |
| 6M | -39.1% | +120.9% | -160.1% | -41.4% |
| YTD | -38.8% | +57.9% | -96.7% | -40.2% |
| 1Y | -49.6% | +30.6% | -80.1% | -50.4% |
| All | -49.6% | +31.0% | -80.6% | -50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 HUM 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