+22.5%
MDLZ vs IBB
+36.9%
-14.4%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.2% | +0.1% |
| 7D | +2.2% | +0.8% | +1.4% | +2.2% |
| 30D | +10.1% | +5.2% | +5.0% | +10.3% |
| 3M | +9.1% | +8.6% | +0.5% | +9.4% |
| 6M | +10.0% | +27.8% | -17.8% | +10.8% |
| YTD | +26.8% | +28.8% | -2.0% | +27.2% |
| 1Y | +22.5% | +36.4% | -13.9% | +19.1% |
| All | +22.5% | +36.9% | -14.4% | +19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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