+4.1%
MDLZ vs DBX
+20.4%
-16.3%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.2% | -0.2% |
| 7D | -1.7% | -2.4% | +0.7% | -1.6% |
| 30D | -2.1% | -0.5% | -1.6% | -2.2% |
| 3M | +1.3% | +28.1% | -26.7% | +1.0% |
| 6M | +6.2% | +33.1% | -26.9% | +7.0% |
| YTD | +15.8% | +25.3% | -9.5% | +17.7% |
| 1Y | +4.1% | +18.3% | -14.2% | +6.5% |
| All | +4.1% | +20.4% | -16.3% | +6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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