-26.7%
ZTS vs MRSH
+20.0%
-46.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.3% | +4.2% | +6.1% |
| 7D | +15.4% | +9.4% | +6.0% | +11.5% |
| 30D | +25.8% | +23.4% | +2.3% | +16.6% |
| 3M | +18.1% | +9.9% | +8.2% | +13.9% |
| 6M | -19.7% | +26.0% | -45.8% | -25.7% |
| YTD | -27.5% | +15.2% | -42.7% | -31.0% |
| 1Y | -26.7% | +18.4% | -45.1% | -32.0% |
| All | -26.7% | +20.0% | -46.7% | -32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 1y: compounded portfolio wealth divided by compounded MRSH 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…
1y analysis · Full analysis span regression · 6 months rolling