+92.2%
MDLZ vs BEN
+70.4%
+21.7%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.3% | -5.7% | -0.7% |
| 7D | +0.1% | +12.2% | -12.1% | -2.4% |
| 30D | +10.0% | +12.1% | -2.1% | +7.2% |
| 3M | +7.1% | +7.3% | -0.2% | +5.2% |
| 6M | +9.8% | +17.9% | -8.1% | +5.3% |
| YTD | +26.6% | +55.4% | -28.8% | +13.4% |
| 1Y | +20.3% | +69.3% | -49.0% | +5.6% |
| 3Y | +5.4% | +82.8% | -77.4% | -11.6% |
| 5Y | +22.2% | +28.8% | -6.6% | +10.2% |
| 10Y | +92.2% | +53.9% | +38.3% | +45.4% |
| All | +92.2% | +70.4% | +21.7% | +45.4% |
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