+6.6%
MDLZ vs ONON
+24.8%
-18.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | +1.4% |
| 7D | +2.3% | -10.0% | +12.3% | +2.5% |
| 30D | +7.9% | -5.3% | +13.2% | +8.0% |
| 3M | +7.3% | +6.5% | +0.8% | +7.1% |
| 6M | +11.7% | -5.0% | +16.7% | +11.6% |
| YTD | +28.7% | -27.6% | +56.4% | +28.6% |
| 1Y | +22.8% | -20.7% | +43.5% | +22.5% |
| 3Y | +6.6% | +26.6% | -20.0% | +7.5% |
| All | +6.6% | +24.8% | -18.2% | +7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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