-35.3%
ZTS vs MP
+271.0%
-306.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | +0.1% |
| 7D | -7.4% | +2.3% | -9.7% | -7.5% |
| 30D | +9.9% | -15.3% | +25.2% | +10.7% |
| 3M | +10.3% | -33.5% | +43.8% | +12.4% |
| 6M | +9.2% | -45.5% | +54.7% | +12.0% |
| YTD | -32.9% | -27.3% | -5.6% | -32.6% |
| 1Y | -29.7% | -40.7% | +11.0% | -28.7% |
| 3Y | -49.0% | +145.9% | -194.8% | -55.3% |
| 5Y | -59.3% | -13.9% | -45.4% | -62.5% |
| All | -35.3% | +271.0% | -306.3% | -40.6% |
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