+502.4%
MDLZ vs ASX
+5,234.6%
-4,732.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.4% | -7.6% | -1.8% |
| 7D | +1.7% | -19.9% | +21.6% | +3.4% |
| 30D | +11.2% | -30.9% | +42.1% | +14.2% |
| 3M | +6.1% | -15.1% | +21.2% | +6.7% |
| 6M | +8.6% | -6.5% | +15.0% | +6.8% |
| YTD | +25.8% | +98.4% | -72.6% | +14.1% |
| 1Y | +21.7% | +107.9% | -86.2% | +9.7% |
| 3Y | +5.8% | +325.3% | -319.5% | -13.6% |
| 5Y | +21.4% | +447.3% | -425.9% | -5.1% |
| 10Y | +97.2% | +763.2% | -666.0% | +41.6% |
| All | +502.4% | +5,234.6% | -4,732.2% | +241.0% |
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