+4.7%
MDLZ vs NDAQ
+114.5%
-109.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.2% |
| 7D | +1.7% | +0.8% | +0.8% | +1.6% |
| 30D | +11.2% | +16.5% | -5.3% | +9.6% |
| 3M | +6.1% | +13.5% | -7.4% | +4.8% |
| 6M | +8.6% | +20.9% | -12.4% | +6.5% |
| YTD | +25.8% | +11.4% | +14.4% | +24.4% |
| 1Y | +21.7% | +25.9% | -4.3% | +18.2% |
| All | +4.7% | +114.5% | -109.7% | -10.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling