-3.9%
MDLZ vs OPEN
-17.1%
+13.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.3% |
| 7D | -1.7% | -4.3% | +2.5% | -1.7% |
| 30D | -2.1% | -16.2% | +14.1% | -2.0% |
| 3M | +1.3% | -36.4% | +37.7% | +1.6% |
| 6M | +6.2% | -35.5% | +41.7% | +6.4% |
| YTD | +15.8% | -46.0% | +61.8% | +16.1% |
| 1Y | +4.1% | -47.1% | +51.3% | +4.1% |
| All | -3.9% | -17.1% | +13.2% | -6.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling