+319.1%
DELL vs MDLZ
+3.3%
+315.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.4% |
| 7D | +14.9% | -1.7% | +16.6% | +13.9% |
| 30D | +13.3% | -2.1% | +15.4% | +12.2% |
| 3M | +24.4% | +1.3% | +23.1% | +25.8% |
| 6M | +258.0% | +6.2% | +251.8% | +258.8% |
| YTD | +320.2% | +15.8% | +304.4% | +327.7% |
| 1Y | +319.1% | +4.1% | +314.9% | +310.2% |
| All | +319.1% | +3.3% | +315.8% | +310.2% |
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