+8.3%
MDLZ vs BIYA
-99.9%
+108.2%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.2% |
| 7D | +1.7% | -10.5% | +12.1% | +1.7% |
| 30D | +11.2% | -51.7% | +62.9% | +11.3% |
| 3M | +6.1% | -60.8% | +66.9% | +6.3% |
| 6M | +8.6% | -90.6% | +99.1% | +9.1% |
| YTD | +25.8% | -97.1% | +123.0% | +26.6% |
| 1Y | +21.7% | -99.1% | +120.7% | +23.1% |
| All | +8.3% | -99.9% | +108.2% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 3y: compounded portfolio wealth divided by compounded BIYA 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…
3y analysis · Full analysis span regression · 6 months rolling