+58.8%
ZTS vs MSI
+593.5%
-534.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.3% | 0.0% |
| 7D | -3.8% | -4.0% | +0.2% | -2.0% |
| 30D | -2.0% | -0.5% | -1.6% | -1.8% |
| 3M | -10.2% | +11.4% | -21.6% | -14.6% |
| 6M | -39.4% | +1.0% | -40.4% | -40.0% |
| YTD | -40.8% | +20.7% | -61.5% | -46.2% |
| 1Y | -50.1% | -2.7% | -47.4% | -50.1% |
| 3Y | -58.9% | +68.2% | -127.1% | -69.1% |
| 5Y | -62.4% | +100.0% | -162.3% | -74.4% |
| 10Y | +58.8% | +596.9% | -538.1% | -34.3% |
| All | +58.8% | +593.5% | -534.7% | -34.3% |
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