-62.3%
ZTS vs MKSI
+84.1%
-146.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -1.9% | -0.1% |
| 7D | -3.7% | +2.7% | -6.4% | -4.1% |
| 30D | -0.8% | -12.8% | +12.0% | +1.0% |
| 3M | -9.7% | -22.5% | +12.8% | -8.0% |
| 6M | -38.4% | +19.4% | -57.8% | -42.9% |
| YTD | -41.1% | +67.7% | -108.8% | -49.5% |
| 1Y | -50.6% | +131.4% | -182.0% | -60.8% |
| 3Y | -59.1% | +197.3% | -256.5% | -71.7% |
| All | -62.3% | +84.1% | -146.4% | -72.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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