+3.2%
MDLZ vs FND
-45.4%
+48.6%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +1.4% |
| 7D | 0.0% | -0.8% | +0.7% | 0.0% |
| 30D | +1.4% | -19.6% | +21.0% | +3.9% |
| 3M | 0.0% | -4.3% | +4.4% | +0.3% |
| 6M | +9.1% | -20.4% | +29.6% | +11.3% |
| YTD | +17.9% | -21.9% | +39.8% | +19.7% |
| 1Y | +3.2% | -45.2% | +48.4% | +6.0% |
| All | +3.2% | -45.4% | +48.6% | +6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 1y: compounded portfolio wealth divided by compounded FND 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…
1y analysis · Full analysis span regression · 6 months rolling