+77.0%
ZTS vs MSI
+689.5%
-612.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.6% | +1.1% | +2.5% |
| 7D | -1.0% | +8.3% | -9.4% | -4.7% |
| 30D | +10.8% | +18.9% | -8.1% | +2.3% |
| 3M | +14.1% | +13.2% | +0.8% | +7.6% |
| 6M | +0.8% | +38.3% | -37.5% | -13.4% |
| YTD | -33.1% | +38.9% | -72.0% | -43.0% |
| 1Y | -30.0% | +36.7% | -66.7% | -40.0% |
| 3Y | -49.5% | +76.6% | -126.1% | -62.7% |
| 5Y | -60.2% | +124.5% | -184.7% | -74.4% |
| 10Y | +77.0% | +674.5% | -597.5% | -31.4% |
| All | +77.0% | +689.5% | -612.5% | -31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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