+5.8%
MDLZ vs ASX
+324.2%
-318.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.4% | -7.6% | -0.7% |
| 7D | +1.7% | -19.9% | +21.6% | 0.0% |
| 30D | +11.2% | -30.9% | +42.1% | +8.5% |
| 3M | +6.1% | -15.1% | +21.2% | +5.2% |
| 6M | +8.6% | -6.5% | +15.0% | +8.3% |
| YTD | +25.8% | +98.4% | -72.6% | +28.9% |
| 1Y | +21.7% | +107.9% | -86.2% | +24.9% |
| 3Y | +5.8% | +325.3% | -319.5% | +9.5% |
| All | +5.8% | +324.2% | -318.4% | +9.5% |
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