+174.6%
ZTS vs PH
+1,181.8%
-1,007.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -2.0% | -3.1% | +1.1% | -0.9% |
| 30D | +1.9% | -3.2% | +5.2% | +2.9% |
| 3M | -4.0% | +10.6% | -14.6% | -7.8% |
| 6M | -39.1% | -2.1% | -37.0% | -39.0% |
| YTD | -38.8% | +10.2% | -49.0% | -41.3% |
| 1Y | -49.6% | +28.2% | -77.8% | -54.3% |
| 3Y | -59.0% | +134.9% | -193.9% | -71.1% |
| 5Y | -61.8% | +253.6% | -315.4% | -77.3% |
| 10Y | +61.4% | +804.7% | -743.3% | -37.7% |
| All | +174.6% | +1,181.8% | -1,007.2% | -4.7% |
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