+106.1%
MDLZ vs BIDU
-50.9%
+157.0%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.2% | +0.2% |
| 7D | -1.0% | -0.8% | -0.2% | -1.0% |
| 30D | +7.9% | -5.4% | +13.3% | +8.3% |
| 3M | +8.9% | -24.7% | +33.6% | +10.5% |
| 6M | +10.5% | -45.3% | +55.8% | +14.1% |
| YTD | +27.1% | -39.0% | +66.1% | +29.9% |
| 1Y | +20.9% | -39.6% | +60.5% | +23.5% |
| 3Y | +5.5% | -24.7% | +30.3% | +4.6% |
| 5Y | +22.2% | -52.3% | +74.6% | +22.9% |
| 10Y | +106.1% | -51.1% | +157.2% | +83.9% |
| All | +106.1% | -50.9% | +157.0% | +83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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