+156.8%
BITO vs MDLZ
-2.9%
+159.7%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -3.4% | +1.9% | -5.3% | -3.4% |
| 30D | +21.4% | +0.4% | +21.0% | +21.4% |
| 3M | +20.5% | -0.6% | +21.1% | +20.6% |
| 6M | +7.4% | +14.7% | -7.3% | +7.3% |
| YTD | -13.9% | +18.0% | -31.9% | -14.5% |
| 1Y | -35.1% | +4.1% | -39.2% | -35.1% |
| 3Y | +156.8% | -4.6% | +161.4% | +146.9% |
| All | +156.8% | -2.9% | +159.7% | +146.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling