+24.4%
MDLZ vs IVZ
+30.5%
-6.1%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.2% | -0.7% | +4.0% |
| 7D | +8.9% | +2.6% | +6.3% | +9.2% |
| 30D | +15.2% | -3.5% | +18.7% | +14.8% |
| 3M | +9.5% | -7.4% | +16.9% | +8.7% |
| 6M | +11.7% | +14.7% | -3.0% | +12.9% |
| YTD | +28.4% | +14.6% | +13.8% | +27.8% |
| 1Y | +24.4% | +30.7% | -6.3% | +20.9% |
| All | +24.4% | +30.5% | -6.1% | +20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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