+15.6%
MDLZ vs FISV
-55.8%
+71.4%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.0% | +4.6% | +1.2% |
| 7D | 0.0% | -1.6% | +1.6% | +0.2% |
| 30D | -1.6% | -3.0% | +1.4% | -1.2% |
| 3M | +0.9% | -3.5% | +4.4% | +1.2% |
| 6M | +7.3% | -19.4% | +26.7% | +10.1% |
| YTD | +16.4% | -24.3% | +40.7% | +20.2% |
| 1Y | +3.0% | -62.4% | +65.3% | +16.3% |
| 3Y | -3.7% | -58.2% | +54.5% | +0.7% |
| 5Y | +15.6% | -56.5% | +72.1% | +16.6% |
| All | +15.6% | -55.8% | +71.4% | +16.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling