+21.4%
MDLZ vs HAS
+51.6%
-30.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.6% | +0.1% |
| 7D | +2.2% | +3.3% | -1.1% | +1.8% |
| 30D | +10.1% | +30.5% | -20.4% | +6.4% |
| 3M | +9.1% | +29.9% | -20.8% | +5.4% |
| 6M | +10.0% | +26.5% | -16.6% | +6.4% |
| YTD | +26.8% | +51.9% | -25.1% | +19.4% |
| 1Y | +22.5% | +60.9% | -38.4% | +14.4% |
| 3Y | +5.3% | +215.0% | -209.7% | -12.8% |
| 5Y | +21.4% | +51.5% | -30.1% | +15.6% |
| All | +21.4% | +51.6% | -30.1% | +15.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling