+17.7%
MS vs ZTS
-29.2%
+46.9%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.3% | +0.6% |
| 7D | +5.1% | +5.6% | -0.5% | +4.3% |
| 30D | +5.7% | +12.1% | -6.4% | +4.7% |
| 3M | -12.2% | +11.3% | -23.4% | -12.9% |
| 6M | -0.5% | +14.3% | -14.8% | -2.1% |
| YTD | +9.8% | -31.9% | +41.7% | +22.0% |
| 1Y | +17.7% | -29.3% | +47.0% | +30.7% |
| All | +17.7% | -29.2% | +46.9% | +30.7% |
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 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