+107.6%
MDLZ vs PAAS
+205.7%
-98.1%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.5% |
| 7D | +2.3% | -8.9% | +11.2% | +2.8% |
| 30D | +7.9% | -11.4% | +19.4% | +8.6% |
| 3M | +7.3% | -20.4% | +27.7% | +8.4% |
| 6M | +11.7% | -40.7% | +52.4% | +14.6% |
| YTD | +28.7% | -26.9% | +55.7% | +29.8% |
| 1Y | +22.8% | -3.1% | +25.8% | +21.3% |
| 3Y | +6.6% | +199.3% | -192.7% | -4.8% |
| 5Y | +23.2% | +48.3% | -25.1% | +14.5% |
| All | +107.6% | +205.7% | -98.1% | +76.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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