+126.1%
AMD vs MDLZ
+20.7%
+105.4%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.2% | +6.1% | +5.7% |
| 7D | +44.7% | -0.4% | +45.1% | +44.3% |
| 30D | -3.3% | +8.2% | -11.6% | +3.7% |
| 3M | +21.2% | +8.0% | +13.2% | +30.2% |
| 6M | +30.6% | +9.7% | +20.8% | +43.9% |
| YTD | +173.3% | +26.9% | +146.4% | +203.9% |
| 1Y | +126.1% | +20.9% | +105.2% | +147.9% |
| All | +126.1% | +20.7% | +105.4% | +147.9% |
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