+174.6%
ZTS vs MSI
+892.9%
-718.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.2% |
| 7D | -2.0% | -3.7% | +1.7% | -0.4% |
| 30D | +1.9% | +6.8% | -4.9% | -1.0% |
| 3M | -4.0% | +14.3% | -18.3% | -9.6% |
| 6M | -39.1% | -1.6% | -37.6% | -39.1% |
| YTD | -38.8% | +22.8% | -61.6% | -44.6% |
| 1Y | -49.6% | -1.1% | -48.5% | -49.9% |
| 3Y | -59.0% | +70.5% | -129.4% | -68.9% |
| 5Y | -61.8% | +102.8% | -164.6% | -73.6% |
| 10Y | +61.4% | +597.4% | -536.0% | -34.5% |
| All | +174.6% | +892.9% | -718.2% | -5.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling