+29.4%
MMM vs ZTS
-61.7%
+91.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.8% | +0.3% |
| 7D | -3.3% | -2.0% | -1.3% | -2.8% |
| 30D | -7.0% | +1.9% | -8.9% | -7.8% |
| 3M | +10.8% | -4.0% | +14.8% | +11.6% |
| 6M | +5.8% | -39.1% | +44.9% | +21.0% |
| YTD | +6.8% | -38.8% | +45.6% | +21.8% |
| 1Y | +10.4% | -49.6% | +60.0% | +33.5% |
| 3Y | +104.7% | -59.0% | +163.7% | +161.2% |
| All | +29.4% | -61.7% | +91.1% | +55.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling