+5.3%
MDLZ vs FISV
-47.3%
+52.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | +0.1% |
| 7D | -1.0% | +3.0% | -4.0% | -1.3% |
| 30D | +7.9% | +38.8% | -30.8% | +4.2% |
| 3M | +8.9% | +21.2% | -12.3% | +6.5% |
| 6M | +10.5% | +17.5% | -7.0% | +8.1% |
| YTD | +27.1% | -4.9% | +32.0% | +26.5% |
| 1Y | +20.9% | -0.6% | +21.5% | +19.7% |
| All | +5.3% | -47.3% | +52.6% | +5.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling