+20.9%
MS vs ZTS
-26.9%
+47.9%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +7.5% | -3.2% | +3.5% |
| 7D | +2.6% | +15.4% | -12.8% | +1.3% |
| 30D | +2.6% | +25.8% | -23.1% | +0.4% |
| 3M | -10.1% | +18.1% | -28.2% | -11.5% |
| 6M | +4.4% | -19.7% | +24.1% | +10.4% |
| YTD | +11.7% | -27.5% | +39.2% | +22.8% |
| 1Y | +20.9% | -26.7% | +47.7% | +33.3% |
| All | +20.9% | -26.9% | +47.9% | +33.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling