+507.1%
MDLZ vs ASX
+5,883.9%
-5,376.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.3% | -3.1% | -0.1% |
| 7D | +2.2% | -9.1% | +11.3% | +2.7% |
| 30D | +10.1% | -23.6% | +33.7% | +12.1% |
| 3M | +9.1% | -5.6% | +14.7% | +8.6% |
| 6M | +10.0% | +4.7% | +5.3% | +7.1% |
| YTD | +26.8% | +122.6% | -95.8% | +13.8% |
| 1Y | +22.5% | +133.0% | -110.5% | +9.3% |
| 3Y | +5.3% | +367.1% | -361.8% | -14.7% |
| 5Y | +21.4% | +504.7% | -483.3% | -5.9% |
| 10Y | +102.0% | +887.2% | -785.2% | +43.3% |
| All | +507.1% | +5,883.9% | -5,376.8% | +240.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling