-17.2%
DASH vs MDLZ
+22.7%
-39.9%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.5% | +4.9% | +8.4% |
| 7D | +17.2% | +8.9% | +8.3% | +17.8% |
| 30D | +3.6% | +15.2% | -11.6% | +5.2% |
| 3M | -1.9% | +9.5% | -11.4% | -1.1% |
| 6M | +15.1% | +11.7% | +3.4% | +16.1% |
| YTD | -12.3% | +28.4% | -40.8% | -8.0% |
| 1Y | -17.2% | +24.4% | -41.7% | -14.3% |
| All | -17.2% | +22.7% | -39.9% | -14.3% |
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