-30.0%
ZTS vs MDB
-8.9%
-21.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.5% |
| 7D | +1.0% | +11.6% | -10.5% | +1.2% |
| 30D | +12.4% | -8.9% | +21.3% | +12.1% |
| 3M | +13.6% | -22.4% | +36.0% | +13.0% |
| 6M | +9.3% | +10.1% | -0.7% | +10.6% |
| YTD | -32.6% | -19.0% | -13.5% | -31.1% |
| 1Y | -30.0% | -7.0% | -23.0% | -27.7% |
| All | -30.0% | -8.9% | -21.2% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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