+11.9%
MDLZ vs FIGR
-35.2%
+47.1%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.8% | +5.0% | -0.1% |
| 7D | +2.2% | +5.6% | -3.4% | +2.5% |
| 30D | +10.1% | -18.2% | +28.4% | +9.2% |
| 3M | +9.1% | -19.0% | +28.1% | +8.5% |
| 6M | +10.0% | -38.0% | +48.0% | +8.6% |
| YTD | +26.8% | -42.9% | +69.7% | +26.2% |
| 1Y | +22.5% | -37.9% | +60.4% | +22.0% |
| All | +11.9% | -35.2% | +47.1% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FIGR.
Daily Out/Under-Performance
Portfolio return minus FIGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIGR 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 5y: compounded portfolio wealth divided by compounded FIGR 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…
5y analysis · Full analysis span regression · 6 months rolling