-26.7%
ZTS vs MTZ
-14.7%
-12.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -15.4% | +22.9% | +5.6% |
| 7D | +15.4% | -7.4% | +22.8% | +14.4% |
| 30D | +25.8% | -23.6% | +49.4% | +22.6% |
| 3M | +18.1% | -38.3% | +56.4% | +13.5% |
| 6M | -19.7% | -60.6% | +40.9% | -21.6% |
| YTD | -27.5% | -22.9% | -4.6% | -30.2% |
| 1Y | -26.7% | -14.3% | -12.4% | -30.1% |
| All | -26.7% | -14.7% | -12.0% | -30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 1y: compounded portfolio wealth divided by compounded MTZ 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…
1y analysis · Full analysis span regression · 6 months rolling