+360.5%
BE vs MDLZ
+3.3%
+357.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.3% | +7.6% | +7.2% |
| 7D | +20.0% | -1.7% | +21.7% | +18.7% |
| 30D | +7.9% | -2.1% | +10.0% | +6.6% |
| 3M | -13.2% | +1.3% | -14.5% | -11.6% |
| 6M | +53.5% | +6.2% | +47.3% | +55.2% |
| YTD | +191.0% | +15.8% | +175.2% | +188.0% |
| 1Y | +360.5% | +4.1% | +356.4% | +321.4% |
| All | +360.5% | +3.3% | +357.2% | +321.4% |
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