-4.3%
MDLZ vs BLDR
-52.5%
+48.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.5% | -2.8% | -0.4% |
| 7D | -1.7% | -2.8% | +1.1% | -1.6% |
| 30D | -2.1% | -13.3% | +11.2% | -1.3% |
| 3M | +1.3% | -12.3% | +13.6% | +1.9% |
| 6M | +6.2% | -31.5% | +37.7% | +8.3% |
| YTD | +15.8% | -36.1% | +51.8% | +18.4% |
| 1Y | +4.1% | -54.1% | +58.2% | +8.1% |
| All | -4.3% | -52.5% | +48.3% | -3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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