+21.7%
MDLZ vs HDB
-30.1%
+51.7%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.0% | -1.3% |
| 7D | +1.7% | +13.3% | -11.7% | +0.7% |
| 30D | +11.2% | +13.6% | -2.4% | +10.1% |
| 3M | +6.1% | +5.8% | +0.4% | +5.5% |
| 6M | +8.6% | -1.9% | +10.5% | +8.6% |
| YTD | +25.8% | -31.2% | +57.0% | +29.6% |
| 1Y | +21.7% | -29.6% | +51.2% | +24.8% |
| All | +21.7% | -30.1% | +51.7% | +24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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