+55.7%
ZTS vs MOH
+264.4%
-208.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.0% | -1.8% | -0.2% |
| 7D | -3.7% | +1.7% | -5.5% | -4.1% |
| 30D | -0.8% | -0.9% | +0.1% | -0.7% |
| 3M | -9.7% | +5.7% | -15.4% | -11.2% |
| 6M | -38.4% | +39.1% | -77.5% | -42.6% |
| YTD | -41.1% | +17.7% | -58.8% | -44.1% |
| 1Y | -50.6% | +8.4% | -59.0% | -52.8% |
| 3Y | -59.1% | -36.6% | -22.6% | -58.0% |
| 5Y | -62.7% | -19.1% | -43.6% | -64.4% |
| All | +55.7% | +264.4% | -208.6% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 10y: compounded portfolio wealth divided by compounded MOH 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…
10y analysis · Full analysis span regression · 6 months rolling