+92.2%
MDLZ vs PAAS
+178.0%
-85.8%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.9% | -2.3% | +0.5% |
| 7D | +0.1% | +8.8% | -8.7% | -0.4% |
| 30D | +10.0% | -8.5% | +18.4% | +10.4% |
| 3M | +7.1% | -17.0% | +24.1% | +8.0% |
| 6M | +9.8% | -27.9% | +37.7% | +11.5% |
| YTD | +26.6% | -17.5% | +44.1% | +26.8% |
| 1Y | +20.3% | +22.8% | -2.5% | +17.1% |
| 3Y | +5.4% | +224.2% | -218.8% | -6.4% |
| 5Y | +22.2% | +73.6% | -51.4% | +12.3% |
| 10Y | +92.2% | +186.4% | -94.2% | +63.1% |
| All | +92.2% | +178.0% | -85.8% | +63.1% |
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