+24.4%
MDLZ vs JD
-9.8%
+34.2%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.0% | +0.4% | +3.4% |
| 7D | +8.9% | +9.0% | -0.1% | +8.6% |
| 30D | +15.2% | +5.2% | +10.0% | +15.0% |
| 3M | +9.5% | -15.9% | +25.4% | +9.8% |
| 6M | +11.7% | -7.7% | +19.4% | +11.6% |
| YTD | +28.4% | +0.1% | +28.4% | +27.2% |
| 1Y | +24.4% | -9.7% | +34.2% | +25.0% |
| All | +24.4% | -9.8% | +34.2% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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