+2.4%
MDLZ vs PAAS
+44.7%
-42.3%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | -0.3% |
| 7D | -1.7% | -2.9% | +1.2% | -1.8% |
| 30D | -2.1% | +6.8% | -8.9% | -2.0% |
| 3M | +1.3% | -2.9% | +4.2% | +1.7% |
| 6M | +6.2% | -16.4% | +22.6% | +6.7% |
| YTD | +15.8% | 0.0% | +15.8% | +16.6% |
| All | +2.4% | +44.7% | -42.3% | +5.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling