-42.3%
MSTR vs ZTS
-26.9%
-15.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +7.5% | -2.4% | +4.7% |
| 7D | -1.8% | +15.4% | -17.2% | -2.3% |
| 30D | -13.3% | +25.8% | -39.1% | -14.2% |
| 3M | +46.0% | +18.1% | +27.9% | +44.6% |
| 6M | -22.4% | -19.7% | -2.7% | -15.6% |
| YTD | -6.2% | -27.5% | +21.3% | +4.7% |
| 1Y | -42.3% | -26.7% | -15.6% | -34.6% |
| All | -42.3% | -26.9% | -15.4% | -34.6% |
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