+90.9%
MDLZ vs NDAQ
+476.9%
-385.9%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.3% |
| 7D | +1.7% | +0.8% | +0.8% | +1.4% |
| 30D | +11.2% | +16.5% | -5.3% | +5.5% |
| 3M | +6.1% | +13.5% | -7.4% | +1.4% |
| 6M | +8.6% | +20.9% | -12.4% | +1.0% |
| YTD | +25.8% | +11.4% | +14.4% | +19.6% |
| 1Y | +21.7% | +25.9% | -4.3% | +10.3% |
| 3Y | +5.8% | +119.9% | -114.0% | -25.8% |
| 5Y | +21.4% | +61.7% | -40.3% | -4.4% |
| All | +90.9% | +476.9% | -385.9% | -18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling