+79.0%
MDLZ vs BEN
+56.5%
+22.5%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | 0.0% | +4.7% | -4.7% | -1.0% |
| 30D | -1.6% | +2.6% | -4.2% | -2.1% |
| 3M | +0.9% | +11.5% | -10.6% | -1.8% |
| 6M | +7.3% | +35.3% | -28.0% | -0.1% |
| YTD | +16.4% | +48.6% | -32.2% | +5.8% |
| 1Y | +3.0% | +46.7% | -43.7% | -6.4% |
| 3Y | -3.7% | +57.0% | -60.7% | -15.7% |
| 5Y | +15.6% | +41.8% | -26.2% | +1.2% |
| 10Y | +79.0% | +55.2% | +23.8% | +44.0% |
| All | +79.0% | +56.5% | +22.5% | +44.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling