+36.2%
MDLZ vs OPEN
-71.4%
+107.6%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.5% | +3.1% | +0.6% |
| 7D | 0.0% | +1.0% | -1.0% | 0.0% |
| 30D | -1.6% | -11.9% | +10.3% | -1.4% |
| 3M | +0.9% | -28.8% | +29.7% | +1.2% |
| 6M | +7.3% | -38.6% | +45.9% | +7.8% |
| YTD | +16.4% | -47.3% | +63.8% | +17.1% |
| 1Y | +3.0% | -49.2% | +52.1% | +3.0% |
| 3Y | -3.7% | -18.8% | +15.1% | -6.1% |
| 5Y | +15.6% | -83.6% | +99.2% | +11.2% |
| All | +36.2% | -71.4% | +107.6% | +26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 10y: compounded portfolio wealth divided by compounded OPEN 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…
10y analysis · Full analysis span regression · 6 months rolling