-35.7%
MUU vs ZTS
+8.3%
-44.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.5% | -3.8% | -2.8% |
| 7D | +43.7% | +1.0% | +42.6% | +44.6% |
| 30D | -37.2% | +12.4% | -49.7% | -20.8% |
| 3M | -36.1% | +13.6% | -49.7% | -16.8% |
| 6M | -35.7% | +9.3% | -45.0% | -11.3% |
| All | -35.7% | +8.3% | -44.0% | -11.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling