-29.3%
ZTS vs HWM
+7.5%
-36.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.1% | +1.1% |
| 7D | +5.6% | +7.3% | -1.7% | +5.4% |
| 30D | +12.1% | +1.6% | +10.5% | +11.6% |
| 3M | +11.3% | -21.9% | +33.1% | +10.2% |
| 6M | +14.3% | -19.0% | +33.4% | +13.0% |
| YTD | -31.9% | +7.9% | -39.8% | -34.4% |
| 1Y | -29.3% | +9.9% | -39.2% | -31.9% |
| All | -29.3% | +7.5% | -36.8% | -31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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