+129.9%
MRK vs ZTS
-63.0%
+192.9%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | -4.3% | -3.7% | -0.5% | -3.4% |
| 30D | +8.3% | -0.8% | +9.1% | +8.5% |
| 3M | +20.0% | -9.7% | +29.8% | +22.6% |
| 6M | +25.7% | -38.4% | +64.1% | +38.7% |
| YTD | +38.7% | -41.1% | +79.8% | +54.8% |
| 1Y | +74.7% | -50.6% | +125.3% | +102.2% |
| 3Y | +45.4% | -59.1% | +104.5% | +73.6% |
| All | +129.9% | -63.0% | +192.9% | +166.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling