-62.3%
ZTS vs MCK
+345.1%
-407.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.1% |
| 7D | -3.7% | -2.9% | -0.8% | -3.3% |
| 30D | -0.8% | +0.4% | -1.2% | -0.9% |
| 3M | -9.7% | +12.1% | -21.8% | -11.3% |
| 6M | -38.4% | -5.4% | -32.9% | -38.2% |
| YTD | -41.1% | +7.8% | -48.9% | -41.9% |
| 1Y | -50.6% | +22.9% | -73.6% | -52.2% |
| 3Y | -59.1% | +110.7% | -169.9% | -63.7% |
| All | -62.3% | +345.1% | -407.4% | -72.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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