-4.5%
MDLZ vs AMIX
-99.9%
+95.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +8.8% | -8.7% | +0.1% |
| 7D | +2.2% | +11.4% | -9.3% | +2.2% |
| 30D | +10.1% | -40.5% | +50.7% | +10.2% |
| 3M | +9.1% | -80.1% | +89.2% | +9.3% |
| 6M | +10.0% | -74.8% | +84.8% | +9.2% |
| YTD | +26.8% | -84.0% | +110.8% | +25.8% |
| 1Y | +22.5% | -89.7% | +112.2% | +21.4% |
| All | -4.5% | -99.9% | +95.5% | +1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 10y: compounded portfolio wealth divided by compounded AMIX 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…
10y analysis · Full analysis span regression · 6 months rolling