+22.8%
MDLZ vs BND
-1.2%
+24.0%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.6% |
| 7D | +2.3% | -1.4% | +3.7% | +4.1% |
| 30D | +7.9% | +0.6% | +7.4% | +7.5% |
| 3M | +7.3% | -1.6% | +8.9% | +8.9% |
| 6M | +11.7% | -1.5% | +13.2% | +13.3% |
| YTD | +28.7% | -1.5% | +30.2% | +32.2% |
| 1Y | +22.8% | -1.1% | +23.8% | +25.2% |
| All | +22.8% | -1.2% | +24.0% | +25.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling