+318.3%
INTC vs MDLZ
+3.7%
+314.6%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.7% | +2.6% |
| 7D | +7.5% | +1.9% | +5.6% | +8.5% |
| 30D | +2.0% | +0.4% | +1.6% | +2.3% |
| 3M | -12.0% | -0.6% | -11.4% | -9.2% |
| 6M | +114.5% | +14.7% | +99.8% | +122.0% |
| YTD | +179.0% | +18.0% | +161.0% | +191.7% |
| 1Y | +318.3% | +4.1% | +314.2% | +335.2% |
| All | +318.3% | +3.7% | +314.6% | +335.2% |
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