+23.0%
MDLZ vs OPEN
-94.8%
+117.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.6% | +5.1% | +1.5% |
| 7D | +2.3% | -15.0% | +17.3% | +2.6% |
| 30D | +7.9% | -40.2% | +48.1% | +8.7% |
| 3M | +7.3% | -67.4% | +74.6% | +9.0% |
| 6M | +11.7% | -74.0% | +85.7% | +13.7% |
| YTD | +28.7% | -79.6% | +108.3% | +31.4% |
| 1Y | +22.8% | -86.1% | +108.9% | +26.0% |
| 3Y | +6.6% | -41.4% | +48.0% | +2.9% |
| All | +23.0% | -94.8% | +117.9% | +23.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling