+6.6%
MDLZ vs ONTO
+51.5%
-44.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.9% | +4.4% | +1.3% |
| 7D | +2.3% | +17.5% | -15.2% | +3.4% |
| 30D | +7.9% | -15.7% | +23.6% | +7.3% |
| 3M | +7.3% | -39.7% | +47.0% | +5.0% |
| 6M | +11.7% | -26.5% | +38.2% | +10.8% |
| YTD | +28.7% | +29.0% | -0.2% | +29.9% |
| 1Y | +22.8% | +57.0% | -34.2% | +24.6% |
| 3Y | +6.6% | +50.0% | -43.4% | +8.5% |
| All | +6.6% | +51.5% | -44.9% | +8.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling