+15.6%
MDLZ vs DBX
+7.2%
+8.4%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.9% | +3.5% | +0.7% |
| 7D | 0.0% | -1.3% | +1.3% | +0.1% |
| 30D | -1.6% | -2.9% | +1.3% | -1.4% |
| 3M | +0.9% | +23.8% | -23.0% | -0.2% |
| 6M | +7.3% | +26.2% | -18.9% | +6.1% |
| YTD | +16.4% | +21.6% | -5.2% | +15.3% |
| 1Y | +3.0% | +11.4% | -8.5% | +2.5% |
| 3Y | -3.7% | +21.3% | -25.0% | -6.1% |
| 5Y | +15.6% | +6.7% | +9.0% | +10.1% |
| All | +15.6% | +7.2% | +8.4% | +10.1% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling