+1,315.7%
MU vs ZTS
-61.7%
+1,377.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.6% | +6.7% | +6.3% |
| 7D | +9.0% | -2.0% | +11.0% | +9.5% |
| 30D | +13.8% | +1.9% | +11.9% | +12.8% |
| 3M | +2.1% | -4.0% | +6.1% | +2.3% |
| 6M | +153.8% | -39.1% | +192.9% | +198.2% |
| YTD | +256.4% | -38.8% | +295.2% | +316.6% |
| 1Y | +719.8% | -49.6% | +769.3% | +941.6% |
| 3Y | +1,360.4% | -59.0% | +1,419.3% | +1,884.4% |
| All | +1,315.7% | -61.7% | +1,377.4% | +1,823.8% |
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