+5.3%
MDLZ vs ASX
+396.7%
-391.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.6% | -6.4% | +0.8% |
| 7D | -1.0% | +0.8% | -1.8% | -0.7% |
| 30D | +7.9% | -20.4% | +28.4% | +6.5% |
| 3M | +8.9% | -2.1% | +11.1% | +9.3% |
| 6M | +10.5% | +8.2% | +2.3% | +11.8% |
| YTD | +27.1% | +137.3% | -110.1% | +32.2% |
| 1Y | +20.9% | +155.0% | -134.1% | +26.1% |
| All | +5.3% | +396.7% | -391.5% | +10.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling