+24.4%
MDLZ vs ASX
+144.4%
-120.0%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.9% | +7.4% | +3.0% |
| 7D | +8.9% | -14.6% | +23.5% | +6.9% |
| 30D | +15.2% | -21.1% | +36.3% | +12.6% |
| 3M | +9.5% | -3.1% | +12.6% | +9.6% |
| 6M | +11.7% | +17.4% | -5.7% | +11.7% |
| YTD | +28.4% | +135.3% | -106.9% | +28.1% |
| 1Y | +24.4% | +146.5% | -122.1% | +24.1% |
| All | +24.4% | +144.4% | -120.0% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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