-4.6%
MDLZ vs BBIO
+154.4%
-159.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | 0.0% | 0.0% |
| 7D | +1.9% | -3.2% | +5.1% | +2.0% |
| 30D | +0.4% | -13.6% | +14.0% | +0.7% |
| 3M | -0.6% | +7.2% | -7.9% | -1.0% |
| 6M | +14.7% | +1.5% | +13.2% | +14.4% |
| YTD | +18.0% | -5.3% | +23.3% | +17.8% |
| 1Y | +4.1% | +37.7% | -33.6% | +2.2% |
| 3Y | -4.6% | +153.9% | -158.5% | -13.0% |
| All | -4.6% | +154.4% | -159.0% | -13.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling