+165.6%
ZTS vs MKSI
+1,017.5%
-851.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.5% |
| 7D | -3.8% | +6.6% | -10.4% | -5.1% |
| 30D | -2.0% | -8.2% | +6.2% | -0.7% |
| 3M | -10.2% | -16.4% | +6.2% | -9.5% |
| 6M | -39.4% | +23.0% | -62.4% | -45.0% |
| YTD | -40.8% | +68.2% | -109.0% | -50.7% |
| 1Y | -50.1% | +148.6% | -198.7% | -62.7% |
| 3Y | -58.9% | +196.0% | -254.8% | -72.8% |
| 5Y | -62.4% | +87.4% | -149.7% | -72.9% |
| 10Y | +58.8% | +523.8% | -465.0% | -29.7% |
| All | +165.6% | +1,017.5% | -851.9% | +0.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling