+107.6%
MDLZ vs AVAV
+315.4%
-207.9%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.7% | +4.2% | +1.6% |
| 7D | +2.3% | +4.2% | -1.9% | +2.1% |
| 30D | +7.9% | -2.6% | +10.5% | +7.9% |
| 3M | +7.3% | -38.0% | +45.2% | +9.3% |
| 6M | +11.7% | -27.0% | +38.7% | +12.4% |
| YTD | +28.7% | -51.4% | +80.2% | +31.4% |
| 1Y | +22.8% | -60.2% | +83.0% | +26.7% |
| 3Y | +6.6% | -6.7% | +13.2% | +0.8% |
| 5Y | +23.2% | +28.3% | -5.1% | +10.8% |
| All | +107.6% | +315.4% | -207.9% | +69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 10y: compounded portfolio wealth divided by compounded AVAV 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…
10y analysis · Full analysis span regression · 6 months rolling