+179.3%
HOOD vs MDLZ
+17.0%
+162.3%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.3% | -3.0% | -1.7% |
| 7D | +7.7% | 0.0% | +7.8% | +7.8% |
| 30D | +22.0% | +1.4% | +20.5% | +22.0% |
| 3M | +37.6% | 0.0% | +37.6% | +37.8% |
| 6M | +45.3% | +9.1% | +36.1% | +44.4% |
| YTD | +1.9% | +17.9% | -16.0% | -0.2% |
| 1Y | -2.7% | +3.2% | -5.9% | -3.0% |
| 3Y | +973.4% | -2.5% | +975.9% | +951.5% |
| 5Y | +179.3% | +17.6% | +161.7% | +127.1% |
| All | +179.3% | +17.0% | +162.3% | +127.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling