+24.4%
MDLZ vs BBIO
+26.8%
-2.4%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.2% | -1.7% | +3.5% |
| 7D | +8.9% | +10.0% | -1.1% | +9.1% |
| 30D | +15.2% | +17.8% | -2.6% | +15.7% |
| 3M | +9.5% | -5.1% | +14.6% | +8.9% |
| 6M | +11.7% | +12.9% | -1.2% | +11.7% |
| YTD | +28.4% | +1.8% | +26.6% | +28.2% |
| 1Y | +24.4% | +26.9% | -2.5% | +21.2% |
| All | +24.4% | +26.8% | -2.4% | +21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 1y: compounded portfolio wealth divided by compounded BBIO 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…
1y analysis · Full analysis span regression · 6 months rolling