+24.4%
MDLZ vs ONTO
+46.1%
-21.7%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -8.7% | +12.2% | +2.5% |
| 7D | +8.9% | -17.4% | +26.3% | +6.9% |
| 30D | +15.2% | -43.2% | +58.4% | +9.7% |
| 3M | +9.5% | -35.7% | +45.2% | +5.8% |
| 6M | +11.7% | -38.3% | +50.0% | +8.2% |
| YTD | +28.4% | +17.1% | +11.4% | +23.1% |
| 1Y | +24.4% | +43.1% | -18.7% | +19.3% |
| All | +24.4% | +46.1% | -21.7% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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