+106.1%
MDLZ vs IAU
+209.9%
-103.8%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.4% | +0.4% |
| 7D | -1.0% | -2.0% | +1.0% | -0.8% |
| 30D | +7.9% | -4.4% | +12.4% | +8.4% |
| 3M | +8.9% | -8.9% | +17.8% | +10.0% |
| 6M | +10.5% | -15.9% | +26.4% | +12.8% |
| YTD | +27.1% | -7.8% | +34.9% | +27.2% |
| 1Y | +20.9% | -3.8% | +24.7% | +20.0% |
| 3Y | +5.5% | +104.3% | -98.8% | -9.6% |
| 5Y | +22.2% | +111.2% | -89.0% | +3.0% |
| 10Y | +106.1% | +216.4% | -110.3% | +76.5% |
| All | +106.1% | +209.9% | -103.8% | +76.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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