-59.0%
ZTS vs MTB
+112.6%
-171.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.2% | -0.3% |
| 7D | -3.8% | +1.1% | -4.8% | -4.1% |
| 30D | -2.0% | -4.6% | +2.6% | -0.7% |
| 3M | -10.2% | +6.3% | -16.5% | -12.0% |
| 6M | -39.4% | +15.6% | -55.0% | -42.0% |
| YTD | -40.8% | +20.6% | -61.4% | -43.9% |
| 1Y | -50.1% | +22.5% | -72.7% | -53.0% |
| All | -59.0% | +112.6% | -171.5% | -67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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