+95.5%
AMD vs MDLZ
+22.7%
+72.8%
-28.1%
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% | +3.9% |
| 7D | -15.5% | +8.9% | -24.4% | -8.9% |
| 30D | -22.6% | +15.2% | -37.8% | -13.1% |
| 3M | -5.7% | +9.5% | -15.2% | +2.7% |
| 6M | +43.1% | +11.7% | +31.4% | +60.1% |
| YTD | +128.2% | +28.4% | +99.8% | +162.7% |
| 1Y | +95.5% | +24.4% | +71.1% | +120.2% |
| All | +95.5% | +22.7% | +72.8% | +120.2% |
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