-59.2%
ZTS vs MDY
+47.3%
-106.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.1% |
| 7D | -4.5% | -2.5% | -2.0% | -3.0% |
| 30D | -3.3% | -5.0% | +1.7% | -0.3% |
| 3M | -9.7% | +0.5% | -10.2% | -10.4% |
| 6M | -38.8% | +8.0% | -46.8% | -41.8% |
| YTD | -41.2% | +12.2% | -53.3% | -45.3% |
| 1Y | -50.3% | +14.0% | -64.3% | -54.3% |
| All | -59.2% | +47.3% | -106.5% | -69.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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