+200.7%
ZTS vs PH
+1,185.3%
-984.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.1% |
| 7D | -0.6% | +2.1% | -2.8% | -1.5% |
| 30D | +11.0% | +0.3% | +10.7% | +10.5% |
| 3M | +10.9% | -8.8% | +19.7% | +14.0% |
| 6M | +0.9% | +10.0% | -9.1% | -3.3% |
| YTD | -33.0% | +10.5% | -43.5% | -36.0% |
| 1Y | -29.6% | +15.5% | -45.1% | -33.9% |
| 3Y | -49.0% | +136.4% | -185.4% | -64.3% |
| 5Y | -59.5% | +213.6% | -273.1% | -75.0% |
| 10Y | +77.0% | +713.9% | -636.9% | -29.6% |
| All | +200.7% | +1,185.3% | -984.5% | +3.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling