+21.7%
MDLZ vs MSCI
+14.2%
+7.5%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.3% | +1.1% | -0.8% |
| 7D | +1.7% | +2.8% | -1.2% | +1.3% |
| 30D | +11.2% | +15.4% | -4.2% | +9.2% |
| 3M | +6.1% | +13.4% | -7.3% | +4.4% |
| 6M | +8.6% | +10.9% | -2.4% | +7.0% |
| YTD | +25.8% | +13.0% | +12.9% | +21.9% |
| 1Y | +21.7% | +12.0% | +9.6% | +21.8% |
| All | +21.7% | +14.2% | +7.5% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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