+3.2%
MDLZ vs NVT
+72.6%
-69.3%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.5% | +3.8% | +0.9% |
| 7D | 0.0% | +7.0% | -7.0% | +1.0% |
| 30D | +1.4% | -2.3% | +3.8% | +1.2% |
| 3M | 0.0% | -3.1% | +3.1% | +0.5% |
| 6M | +9.1% | +47.0% | -37.9% | +11.3% |
| YTD | +17.9% | +56.2% | -38.3% | +20.8% |
| 1Y | +3.2% | +74.5% | -71.3% | +7.6% |
| All | +3.2% | +72.6% | -69.3% | +7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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