+17.3%
MDLZ vs BBIO
+42.7%
-25.4%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | 0.0% | 0.0% |
| 7D | +1.9% | -3.2% | +5.1% | +1.9% |
| 30D | +0.4% | -13.6% | +14.0% | +0.7% |
| 3M | -0.6% | +7.2% | -7.9% | -0.8% |
| 6M | +14.7% | +1.5% | +13.2% | +14.6% |
| YTD | +18.0% | -5.3% | +23.3% | +17.9% |
| 1Y | +4.1% | +37.7% | -33.6% | +3.2% |
| 3Y | -4.6% | +153.9% | -158.5% | -6.9% |
| All | +17.3% | +42.7% | -25.4% | +10.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling