+5.4%
MDLZ vs HAS
+204.3%
-198.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | +0.5% |
| 7D | +0.1% | +2.2% | -2.1% | -0.1% |
| 30D | +10.0% | +29.6% | -19.6% | +7.4% |
| 3M | +7.1% | +30.3% | -23.2% | +4.5% |
| 6M | +9.8% | +25.6% | -15.8% | +7.4% |
| YTD | +26.6% | +50.8% | -24.2% | +21.5% |
| 1Y | +20.3% | +63.0% | -42.7% | +14.6% |
| 3Y | +5.4% | +211.6% | -206.2% | -4.7% |
| All | +5.4% | +204.3% | -198.9% | -4.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling