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  • ZTS vs MTSI✓SelectedUSD · MTSIZTS vs MTSI performance historyLatest closeAs of-0.63%09/04
Stock and ETF performance explorer

ZTS vs MTSI

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+174.6%
MTSI return
+1,484.9%
Excess return
-1,310.2%
Maximum drawdown
-69.5%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioMTSIExcessAlpha
1D-0.6%+3.5%-4.1%-1.1%
7D-2.0%+1.4%-3.4%-2.2%
30D+1.9%+2.1%-0.2%+1.1%
3M-4.0%-29.7%+25.7%-0.7%
6M-39.1%+12.5%-51.7%-41.9%
YTD-38.8%+57.0%-95.8%-44.7%
1Y-49.6%+103.9%-153.5%-56.4%
3Y-59.0%+223.6%-282.5%-68.0%
5Y-61.8%+321.6%-383.3%-71.9%
10Y+61.4%+517.7%-456.3%-0.1%
All+174.6%+1,484.9%-1,310.2%+61.1%

Cumulative growth

Daily Returns

Daily percentage return beside MTSI.

Daily Out/Under-Performance

Portfolio return minus MTSI return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × MTSI 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 MTSI 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