+105.0%
MDLZ vs FISV
+26.7%
+78.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | 0.0% |
| 7D | -1.0% | +3.0% | -4.0% | -1.7% |
| 30D | +7.9% | +38.8% | -30.8% | -0.6% |
| 3M | +8.9% | +21.2% | -12.3% | +3.4% |
| 6M | +10.5% | +17.5% | -7.0% | +5.2% |
| YTD | +27.1% | -4.9% | +32.0% | +26.5% |
| 1Y | +20.9% | -0.6% | +21.5% | +18.8% |
| 3Y | +5.5% | -47.4% | +53.0% | +10.7% |
| 5Y | +22.2% | -36.0% | +58.3% | +16.1% |
| All | +105.0% | +26.7% | +78.2% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 10y: compounded portfolio wealth divided by compounded FISV 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…
10y analysis · Full analysis span regression · 6 months rolling