+92.2%
MDLZ vs GEN
+166.9%
-74.7%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +0.1% | -0.3% | +0.4% | +0.1% |
| 30D | +10.0% | +28.2% | -18.2% | +6.8% |
| 3M | +7.1% | +2.6% | +4.4% | +6.3% |
| 6M | +9.8% | +32.7% | -22.9% | +5.6% |
| YTD | +26.6% | +11.3% | +15.4% | +24.2% |
| 1Y | +20.3% | +17.9% | +2.4% | +17.1% |
| 3Y | +5.4% | +66.3% | -60.9% | -2.7% |
| 5Y | +22.2% | +31.7% | -9.5% | +14.8% |
| 10Y | +92.2% | +150.0% | -57.8% | +60.2% |
| All | +92.2% | +166.9% | -74.7% | +60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling