-45.2%
INTU vs MDLZ
+22.7%
-67.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.5% | 0.0% | +2.4% |
| 7D | +8.7% | +8.9% | -0.2% | +6.1% |
| 30D | +25.9% | +15.2% | +10.7% | +21.8% |
| 3M | +10.7% | +9.5% | +1.2% | +8.3% |
| 6M | -11.6% | +11.7% | -23.2% | -14.0% |
| YTD | -45.4% | +28.4% | -73.8% | -45.6% |
| 1Y | -45.2% | +24.4% | -69.7% | -44.9% |
| All | -45.2% | +22.7% | -67.9% | -44.9% |
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