-59.1%
ZTS vs MRSH
-4.9%
-54.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | -3.7% | -4.8% | +1.0% | -2.0% |
| 30D | -0.8% | -6.3% | +5.6% | +1.7% |
| 3M | -9.7% | +5.8% | -15.5% | -11.4% |
| 6M | -38.4% | +2.8% | -41.2% | -39.2% |
| YTD | -41.1% | -3.1% | -38.0% | -40.7% |
| 1Y | -50.6% | -11.3% | -39.4% | -48.5% |
| 3Y | -59.1% | -5.0% | -54.2% | -59.0% |
| All | -59.1% | -4.9% | -54.3% | -59.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling