-41.5%
INTU vs MDLZ
-2.9%
-38.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.3% | -2.8% | -1.7% |
| 7D | -8.5% | 0.0% | -8.4% | -8.5% |
| 30D | -6.1% | +1.4% | -7.6% | -6.2% |
| 3M | +7.3% | 0.0% | +7.3% | +7.1% |
| 6M | -33.2% | +9.1% | -42.4% | -33.5% |
| YTD | -52.2% | +17.9% | -70.1% | -52.7% |
| 1Y | -52.7% | +3.2% | -55.9% | -52.6% |
| All | -41.5% | -2.9% | -38.6% | -41.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling