-49.1%
ZTS vs PH
+135.3%
-184.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.9% | -6.2% | -3.9% |
| 7D | -0.4% | +2.0% | -2.4% | -1.0% |
| 30D | +11.7% | -3.7% | +15.4% | +12.4% |
| 3M | +3.5% | -14.0% | +17.5% | +7.0% |
| 6M | -27.6% | +2.1% | -29.7% | -28.5% |
| YTD | -35.5% | +5.1% | -40.5% | -36.8% |
| 1Y | -32.1% | +10.9% | -43.0% | -34.3% |
| 3Y | -49.1% | +132.9% | -182.0% | -60.8% |
| All | -49.1% | +135.3% | -184.4% | -60.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling