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  • ZS vs MTSI✓SelectedUSD · MTSIZS vs MTSI performance historyLatest closeAs of-4.50%09/04
Stock and ETF performance explorer

ZS vs MTSI

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-36.7%
MTSI return
+105.1%
Excess return
-141.8%
Maximum drawdown
-64.9%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioMTSIExcessAlpha
1D-4.5%+3.5%-8.0%-4.4%
7D-7.8%+1.4%-9.2%-7.8%
30D+5.0%+2.1%+3.0%+5.1%
3M+25.5%-29.7%+55.3%+23.8%
6M+8.7%+12.5%-3.8%+8.9%
YTD-24.5%+57.0%-81.5%-27.6%
1Y-36.7%+103.9%-140.6%-42.2%
All-36.7%+105.1%-141.8%-42.2%

Cumulative growth

Daily Returns

Daily percentage return beside MTSI.

Daily Out/Under-Performance

Portfolio return minus MTSI return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × MTSI 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 MTSI 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