+59.4%
ZTS vs PH
+801.7%
-742.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.7% | -2.3% | -2.7% |
| 7D | -4.8% | +0.4% | -5.2% | -4.9% |
| 30D | +1.2% | -10.8% | +12.0% | +5.4% |
| 3M | -6.0% | +8.5% | -14.5% | -9.1% |
| 6M | -38.7% | +3.9% | -42.7% | -39.9% |
| YTD | -40.6% | +9.4% | -50.0% | -42.9% |
| 1Y | -50.6% | +26.8% | -77.4% | -55.1% |
| 3Y | -58.7% | +140.8% | -199.5% | -71.4% |
| 5Y | -62.8% | +253.8% | -316.6% | -78.3% |
| All | +59.4% | +801.7% | -742.3% | -36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 10y: compounded portfolio wealth divided by compounded PH 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…
10y analysis · Full analysis span regression · 6 months rolling