+250.7%
HOOD vs MDLZ
+10.1%
+240.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -2.1% |
| 7D | +17.1% | -1.7% | +18.9% | +16.9% |
| 30D | +31.6% | -2.1% | +33.7% | +31.3% |
| 3M | +38.2% | +1.3% | +36.9% | +38.6% |
| 6M | +48.5% | +6.2% | +42.3% | +49.0% |
| YTD | +8.0% | +15.8% | -7.8% | +7.8% |
| 1Y | +18.7% | +4.1% | +14.5% | +18.9% |
| 3Y | +999.1% | -4.1% | +1,003.2% | +988.3% |
| 5Y | +181.7% | +13.4% | +168.3% | +140.4% |
| All | +250.7% | +10.1% | +240.6% | +151.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling