+457.4%
MDLZ vs GFI
+1,904.0%
-1,446.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.6% |
| 7D | 0.0% | +5.7% | -5.6% | -0.2% |
| 30D | -1.6% | +15.6% | -17.2% | -2.1% |
| 3M | +0.9% | +31.5% | -30.6% | -0.2% |
| 6M | +7.3% | -3.7% | +11.1% | +7.2% |
| YTD | +16.4% | +11.2% | +5.2% | +15.5% |
| 1Y | +3.0% | +36.4% | -33.4% | +1.2% |
| 3Y | -3.7% | +313.5% | -317.2% | -9.6% |
| 5Y | +15.6% | +528.0% | -512.4% | +6.1% |
| 10Y | +79.0% | +1,021.4% | -942.5% | +58.6% |
| All | +457.4% | +1,904.0% | -1,446.6% | +391.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded GFI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling