+57.4%
INTC vs MDLZ
+22.7%
+34.7%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.5% | -7.2% | -0.5% |
| 7D | -39.0% | +8.9% | -47.9% | -33.0% |
| 30D | -49.8% | +15.2% | -65.0% | -42.6% |
| 3M | -42.2% | +9.5% | -51.7% | -35.7% |
| 6M | -39.2% | +11.7% | -50.8% | -30.2% |
| YTD | +57.9% | +28.4% | +29.5% | +85.0% |
| 1Y | +57.4% | +24.4% | +32.9% | +87.6% |
| All | +57.4% | +22.7% | +34.7% | +87.6% |
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