-4.6%
MDLZ vs KVUE
-9.1%
+4.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.5% | +4.8% | +2.1% |
| 7D | 0.0% | -7.2% | +7.2% | +1.7% |
| 30D | +1.4% | -5.7% | +7.1% | +2.8% |
| 3M | 0.0% | +0.2% | -0.1% | +0.1% |
| 6M | +9.1% | 0.0% | +9.1% | +9.2% |
| YTD | +17.9% | +6.5% | +11.4% | +16.7% |
| 1Y | +3.2% | -1.4% | +4.6% | +3.7% |
| All | -4.6% | -9.1% | +4.5% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 3y: compounded portfolio wealth divided by compounded KVUE 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…
3y analysis · Full analysis span regression · 6 months rolling