-0.9%
MCHP vs ZTS
-59.0%
+58.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | +0.3% | -3.8% | +4.1% | +1.4% |
| 30D | -9.8% | -2.0% | -7.7% | -9.5% |
| 3M | -19.7% | -10.2% | -9.5% | -17.6% |
| 6M | +13.6% | -39.4% | +53.0% | +35.5% |
| YTD | +16.5% | -40.8% | +57.4% | +40.6% |
| 1Y | +15.7% | -50.1% | +65.8% | +52.4% |
| All | -0.9% | -59.0% | +58.1% | +37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZTS.
Daily Out/Under-Performance
Portfolio return minus ZTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZTS 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 ZTS 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