+3.2%
MDLZ vs GRMN
+15.7%
-12.5%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.3% | +2.6% | +1.5% |
| 7D | 0.0% | -1.4% | +1.4% | +0.1% |
| 30D | +1.4% | -13.1% | +14.5% | +3.4% |
| 3M | 0.0% | +14.9% | -14.9% | -1.9% |
| 6M | +9.1% | +13.1% | -4.0% | +6.8% |
| YTD | +17.9% | +35.3% | -17.3% | +13.4% |
| 1Y | +3.2% | +16.0% | -12.8% | +3.0% |
| All | +3.2% | +15.7% | -12.5% | +3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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