+289.3%
INTC vs MDLZ
+3.3%
+286.0%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.3% | +4.8% | +4.4% |
| 7D | +7.1% | -1.7% | +8.8% | +6.1% |
| 30D | -5.2% | -2.1% | -3.1% | -6.2% |
| 3M | -14.3% | +1.3% | -15.6% | -12.6% |
| 6M | +110.2% | +6.2% | +104.0% | +113.9% |
| YTD | +159.6% | +15.8% | +143.8% | +169.4% |
| 1Y | +289.3% | +4.1% | +285.2% | +300.9% |
| All | +289.3% | +3.3% | +286.0% | +300.9% |
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