+107.6%
MDLZ vs BND
+17.2%
+90.3%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.6% |
| 7D | +2.3% | -1.4% | +3.7% | +3.3% |
| 30D | +7.9% | +0.6% | +7.4% | +7.6% |
| 3M | +7.3% | -1.6% | +8.9% | +8.4% |
| 6M | +11.7% | -1.5% | +13.2% | +12.8% |
| YTD | +28.7% | -1.5% | +30.2% | +30.0% |
| 1Y | +22.8% | -1.1% | +23.8% | +23.7% |
| 3Y | +6.6% | +13.6% | -7.0% | -0.8% |
| 5Y | +23.2% | -1.8% | +25.0% | +22.7% |
| All | +107.6% | +17.2% | +90.3% | +101.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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