+6.1%
MDLZ vs INFQ
-9.1%
+15.2%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.3% | 0.0% |
| 7D | +1.7% | +2.4% | -0.7% | +1.7% |
| 30D | +1.1% | +9.6% | -8.5% | +1.5% |
| 3M | -1.8% | -4.6% | +2.7% | -1.0% |
| 6M | +12.3% | +6.7% | +5.6% | +10.6% |
| All | +6.1% | -9.1% | +15.2% | +3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 INFQ 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