+24.4%
MDLZ vs BEN
+56.2%
-31.8%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.7% | -1.2% | +3.7% |
| 7D | +8.9% | +6.7% | +2.2% | +9.2% |
| 30D | +15.2% | +3.0% | +12.2% | +15.3% |
| 3M | +9.5% | -4.3% | +13.8% | +9.3% |
| 6M | +11.7% | +16.4% | -4.7% | +11.4% |
| YTD | +28.4% | +46.8% | -18.3% | +25.7% |
| 1Y | +24.4% | +57.3% | -32.9% | +21.2% |
| All | +24.4% | +56.2% | -31.8% | +21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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