-11.4%
MDLZ vs KVUE
-20.4%
+9.0%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | +1.7% | -6.1% | +7.8% | +3.1% |
| 30D | +1.1% | -5.6% | +6.7% | +2.4% |
| 3M | -1.8% | -0.3% | -1.5% | -1.6% |
| 6M | +12.3% | +1.4% | +10.9% | +12.1% |
| YTD | +18.0% | +6.7% | +11.3% | +16.8% |
| 1Y | +3.8% | +1.0% | +2.9% | +3.7% |
| 3Y | -2.4% | -5.4% | +3.0% | -1.1% |
| All | -11.4% | -20.4% | +9.0% | -7.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling