+25.0%
HL vs MDLZ
+22.7%
+2.4%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +3.5% | +9.7% | +13.7% |
| 7D | +0.2% | +8.9% | -8.7% | +2.1% |
| 30D | -12.1% | +15.2% | -27.3% | -9.7% |
| 3M | -2.8% | +9.5% | -12.3% | -1.0% |
| 6M | -14.9% | +11.7% | -26.6% | -12.8% |
| YTD | -22.0% | +28.4% | -50.5% | -14.7% |
| 1Y | +25.0% | +24.4% | +0.6% | +38.2% |
| All | +25.0% | +22.7% | +2.4% | +38.2% |
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