+6.6%
MDLZ vs ZTS
-48.0%
+54.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.4% | +1.2% |
| 7D | +2.3% | +5.6% | -3.3% | +1.1% |
| 30D | +7.9% | +12.1% | -4.1% | +5.2% |
| 3M | +7.3% | +11.3% | -4.0% | +4.6% |
| 6M | +11.7% | +14.3% | -2.6% | +8.2% |
| YTD | +28.7% | -31.9% | +60.6% | +37.6% |
| 1Y | +22.8% | -29.3% | +52.0% | +30.0% |
| 3Y | +6.6% | -48.0% | +54.6% | +18.7% |
| All | +6.6% | -48.0% | +54.6% | +18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZTS.
Daily Out/Under-Performance
Portfolio return minus ZTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZTS 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 ZTS 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