+17.3%
MDLZ vs GDDY
+29.8%
-12.4%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -0.2% |
| 7D | +1.9% | -3.2% | +5.1% | +2.2% |
| 30D | +0.4% | +6.8% | -6.4% | -0.3% |
| 3M | -0.6% | +30.5% | -31.1% | -3.1% |
| 6M | +14.7% | +13.3% | +1.4% | +12.9% |
| YTD | +18.0% | -21.0% | +38.9% | +19.7% |
| 1Y | +4.1% | -34.0% | +38.1% | +7.4% |
| 3Y | -4.6% | +33.1% | -37.6% | -10.9% |
| All | +17.3% | +29.8% | -12.4% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GDDY.
Daily Out/Under-Performance
Portfolio return minus GDDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDDY 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 GDDY 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