+358.3%
DELL vs MDLZ
+3.7%
+354.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | 0.0% | +12.0% | +12.0% |
| 7D | +8.2% | +1.9% | +6.3% | +9.1% |
| 30D | +17.1% | +0.4% | +16.7% | +17.3% |
| 3M | +45.2% | -0.6% | +45.8% | +47.0% |
| 6M | +286.8% | +14.7% | +272.1% | +288.5% |
| YTD | +354.8% | +18.0% | +336.8% | +364.8% |
| 1Y | +358.3% | +4.1% | +354.1% | +360.5% |
| All | +358.3% | +3.7% | +354.6% | +360.5% |
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