+22.2%
MDLZ vs ACWI
+58.8%
-36.6%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.6% | -2.0% | -0.1% |
| 7D | +0.1% | +0.3% | -0.2% | 0.0% |
| 30D | +10.0% | -2.8% | +12.8% | +10.8% |
| 3M | +7.1% | -3.2% | +10.2% | +8.0% |
| 6M | +9.8% | +1.3% | +8.5% | +8.8% |
| YTD | +26.6% | +11.2% | +15.4% | +20.9% |
| 1Y | +20.3% | +13.8% | +6.6% | +13.9% |
| 3Y | +5.4% | +76.2% | -70.8% | -19.6% |
| 5Y | +22.2% | +59.5% | -37.3% | -5.1% |
| All | +22.2% | +58.8% | -36.6% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 5y: compounded portfolio wealth divided by compounded ACWI 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…
5y analysis · Full analysis span regression · 6 months rolling