+106.1%
MDLZ vs PAAS
+183.5%
-77.4%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.3% |
| 7D | -1.0% | -5.2% | +4.2% | -0.7% |
| 30D | +7.9% | -13.9% | +21.9% | +8.7% |
| 3M | +8.9% | -23.8% | +32.7% | +10.3% |
| 6M | +10.5% | -36.4% | +46.9% | +12.9% |
| YTD | +27.1% | -23.4% | +50.5% | +27.8% |
| 1Y | +20.9% | +5.6% | +15.3% | +18.9% |
| 3Y | +5.5% | +209.7% | -204.2% | -5.9% |
| 5Y | +22.2% | +55.6% | -33.3% | +13.3% |
| 10Y | +106.1% | +212.2% | -106.1% | +74.4% |
| All | +106.1% | +183.5% | -77.4% | +74.4% |
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