-48.0%
ZTS vs MDB
-11.2%
-36.8%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.7% | +1.1% |
| 7D | +5.6% | +6.8% | -1.3% | +5.3% |
| 30D | +12.1% | -6.2% | +18.3% | +12.2% |
| 3M | +11.3% | -29.2% | +40.5% | +12.4% |
| 6M | +14.3% | +10.3% | +4.0% | +13.1% |
| YTD | -31.9% | -20.4% | -11.5% | -31.4% |
| 1Y | -29.3% | -4.8% | -24.4% | -29.7% |
| 3Y | -48.0% | -11.6% | -36.5% | -48.5% |
| All | -48.0% | -11.2% | -36.8% | -48.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling