-29.3%
ZTS vs XHB
-2.2%
-27.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.6% |
| 7D | +5.6% | -0.2% | +5.8% | +5.6% |
| 30D | +12.1% | +9.9% | +2.1% | +7.5% |
| 3M | +11.3% | -6.3% | +17.6% | +14.9% |
| 6M | +14.3% | +3.8% | +10.5% | +10.0% |
| YTD | -31.9% | +0.1% | -32.0% | -33.0% |
| 1Y | -29.3% | -0.8% | -28.4% | -30.2% |
| All | -29.3% | -2.2% | -27.1% | -30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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