-25.9%
ADBE vs MDLZ
+22.7%
-48.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.5% | -2.5% | +0.3% |
| 7D | -0.5% | +8.9% | -9.4% | -2.1% |
| 30D | +4.1% | +15.2% | -11.1% | +1.9% |
| 3M | -3.5% | +9.5% | -13.0% | -4.8% |
| 6M | -2.2% | +11.7% | -13.8% | -3.8% |
| YTD | -29.0% | +28.4% | -57.4% | -28.1% |
| 1Y | -25.9% | +24.4% | -50.3% | -24.6% |
| All | -25.9% | +22.7% | -48.6% | -24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLZ.
Daily Out/Under-Performance
Portfolio return minus MDLZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLZ 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 MDLZ 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