+49.0%
ADI vs MDLZ
+3.3%
+45.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.6% |
| 7D | +0.4% | -1.7% | +2.2% | +0.2% |
| 30D | -3.8% | -2.1% | -1.7% | -4.0% |
| 3M | -15.3% | +1.3% | -16.6% | -15.1% |
| 6M | +6.7% | +6.2% | +0.5% | +5.3% |
| YTD | +34.8% | +15.8% | +19.0% | +32.1% |
| 1Y | +49.0% | +4.1% | +44.9% | +45.3% |
| All | +49.0% | +3.3% | +45.8% | +45.3% |
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