+5.8%
MDLZ vs BUD
+49.3%
-43.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -0.7% |
| 7D | +1.7% | +4.5% | -2.8% | +0.1% |
| 30D | +11.2% | +12.5% | -1.3% | +7.0% |
| 3M | +6.1% | 0.0% | +6.2% | +6.0% |
| 6M | +8.6% | +3.8% | +4.8% | +7.0% |
| YTD | +25.8% | +33.1% | -7.2% | +15.2% |
| 1Y | +21.7% | +35.5% | -13.8% | +10.8% |
| 3Y | +5.8% | +49.4% | -43.6% | -9.0% |
| All | +5.8% | +49.3% | -43.5% | -9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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