-62.3%
ZTS vs MDY
+46.3%
-108.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | -0.4% |
| 7D | -3.7% | -1.9% | -1.9% | -2.5% |
| 30D | -0.8% | -4.6% | +3.9% | +2.4% |
| 3M | -9.7% | -1.2% | -8.5% | -9.3% |
| 6M | -38.4% | +9.2% | -47.6% | -42.2% |
| YTD | -41.1% | +13.1% | -54.2% | -46.1% |
| 1Y | -50.6% | +13.0% | -63.6% | -54.8% |
| 3Y | -59.1% | +49.2% | -108.4% | -70.1% |
| All | -62.3% | +46.3% | -108.6% | -72.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling