+74.8%
MDLZ vs HAS
+56.4%
+18.4%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | -1.7% | -1.8% | +0.1% | -1.4% |
| 30D | -2.1% | +2.3% | -4.4% | -2.5% |
| 3M | +1.3% | +10.4% | -9.0% | -0.7% |
| 6M | +6.2% | -3.2% | +9.4% | +6.3% |
| YTD | +15.8% | +15.4% | +0.4% | +11.9% |
| 1Y | +4.1% | +18.8% | -14.7% | -0.1% |
| 3Y | -4.1% | +43.9% | -48.0% | -12.9% |
| 5Y | +13.4% | +13.9% | -0.5% | +6.7% |
| All | +74.8% | +56.4% | +18.4% | +47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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