+8,732.2%
AMD vs MDLZ
+83.6%
+8,648.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.3% | +1.8% | +2.5% |
| 7D | +14.0% | 0.0% | +14.1% | +14.0% |
| 30D | +11.0% | +1.4% | +9.5% | +10.1% |
| 3M | +9.6% | 0.0% | +9.6% | +7.6% |
| 6M | +157.1% | +9.1% | +148.0% | +140.1% |
| YTD | +143.3% | +17.9% | +125.4% | +116.8% |
| 1Y | +234.4% | +3.2% | +231.2% | +217.7% |
| 3Y | +391.2% | -2.5% | +393.7% | +362.8% |
| 5Y | +390.9% | +17.6% | +373.3% | +299.2% |
| 10Y | +8,732.2% | +87.9% | +8,644.3% | +5,067.2% |
| All | +8,732.2% | +83.6% | +8,648.6% | +5,067.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling