+58.0%
MRK vs ZTS
-48.0%
+106.0%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.5% | +0.3% |
| 7D | +0.7% | +5.6% | -4.9% | -0.8% |
| 30D | +0.3% | +12.1% | -11.8% | -2.9% |
| 3M | +9.7% | +11.3% | -1.6% | +6.3% |
| 6M | +32.0% | +14.3% | +17.6% | +26.7% |
| YTD | +43.3% | -31.9% | +75.2% | +56.7% |
| 1Y | +63.7% | -29.3% | +92.9% | +76.9% |
| 3Y | +58.0% | -48.0% | +106.1% | +86.3% |
| All | +58.0% | -48.0% | +106.0% | +86.3% |
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