+81.7%
MDLZ vs FISV
+3.1%
+78.6%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.4% | -5.5% | -1.4% |
| 7D | +1.9% | -2.7% | +4.6% | +2.5% |
| 30D | +0.4% | 0.0% | +0.4% | +0.2% |
| 3M | -0.6% | -2.8% | +2.2% | -0.4% |
| 6M | +14.7% | -11.8% | +26.5% | +17.2% |
| YTD | +18.0% | -23.2% | +41.2% | +24.1% |
| 1Y | +4.1% | -62.0% | +66.1% | +27.3% |
| 3Y | -4.6% | -57.6% | +53.0% | +5.8% |
| 5Y | +18.4% | -53.4% | +71.8% | +23.3% |
| All | +81.7% | +3.1% | +78.6% | +19.4% |
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