+234.0%
AMD vs MDLZ
+3.5%
+230.5%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.6% | +5.3% | +6.3% |
| 7D | +10.0% | 0.0% | +10.0% | +10.1% |
| 30D | +4.6% | -1.6% | +6.2% | +3.6% |
| 3M | +3.1% | +0.9% | +2.3% | +5.9% |
| 6M | +162.8% | +7.3% | +155.5% | +172.5% |
| YTD | +136.2% | +16.4% | +119.7% | +160.6% |
| 1Y | +234.0% | +3.0% | +231.1% | +229.7% |
| All | +234.0% | +3.5% | +230.5% | +229.7% |
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