+79.0%
MDLZ vs FITB
+285.0%
-206.1%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.2% | +0.7% |
| 7D | 0.0% | +2.8% | -2.8% | -0.4% |
| 30D | -1.6% | -4.5% | +3.0% | -0.8% |
| 3M | +0.9% | +5.7% | -4.8% | -0.1% |
| 6M | +7.3% | +17.1% | -9.8% | +4.3% |
| YTD | +16.4% | +18.3% | -1.9% | +12.6% |
| 1Y | +3.0% | +23.9% | -20.9% | -1.4% |
| 3Y | -3.7% | +131.1% | -134.8% | -19.1% |
| 5Y | +15.6% | +71.1% | -55.5% | +1.1% |
| 10Y | +79.0% | +283.9% | -204.9% | +26.0% |
| All | +79.0% | +285.0% | -206.1% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FITB 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling