+21.7%
MDLZ vs AMIX
-91.4%
+113.0%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +1.7% | -16.0% | +17.7% | +1.7% |
| 30D | +11.2% | -55.4% | +66.6% | +11.3% |
| 3M | +6.1% | -87.5% | +93.7% | +6.4% |
| 6M | +8.6% | -81.2% | +89.8% | +6.1% |
| YTD | +25.8% | -86.8% | +112.7% | +22.4% |
| 1Y | +21.7% | -91.6% | +113.3% | +17.6% |
| All | +21.7% | -91.4% | +113.0% | +17.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling