+21.2%
MDLZ vs ASX
+152.5%
-131.3%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.6% | -6.4% | +0.9% |
| 7D | -1.0% | +0.8% | -1.8% | -0.7% |
| 30D | +7.9% | -20.4% | +28.4% | +5.9% |
| 3M | +8.9% | -2.1% | +11.1% | +9.3% |
| 6M | +10.5% | +8.2% | +2.3% | +11.2% |
| YTD | +27.1% | +137.3% | -110.1% | +24.4% |
| All | +21.2% | +152.5% | -131.3% | +17.5% |
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