+81.7%
MDLZ vs ZBRA
+435.2%
-353.5%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.9% | -0.3% |
| 7D | +1.9% | -3.4% | +5.3% | +2.3% |
| 30D | +0.4% | -7.4% | +7.8% | +1.3% |
| 3M | -0.6% | +57.5% | -58.1% | -6.9% |
| 6M | +14.7% | +64.0% | -49.3% | +6.5% |
| YTD | +18.0% | +44.3% | -26.3% | +11.0% |
| 1Y | +4.1% | +10.9% | -6.7% | +1.4% |
| 3Y | -4.6% | +37.5% | -42.1% | -12.8% |
| 5Y | +18.4% | -39.7% | +58.0% | +22.8% |
| All | +81.7% | +435.2% | -353.5% | +18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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