-34.4%
ZTS vs MP
+291.5%
-325.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.5% | -2.5% | +0.9% |
| 7D | +5.6% | +9.5% | -3.9% | +5.1% |
| 30D | +12.1% | -3.0% | +15.1% | +12.1% |
| 3M | +11.3% | -30.4% | +41.6% | +13.1% |
| 6M | +14.3% | -39.2% | +53.5% | +16.6% |
| YTD | -31.9% | -23.3% | -8.6% | -31.8% |
| 1Y | -29.3% | -32.6% | +3.4% | -28.7% |
| 3Y | -48.0% | +159.3% | -207.3% | -54.7% |
| 5Y | -58.9% | -16.4% | -42.4% | -62.2% |
| All | -34.4% | +291.5% | -325.9% | -39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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