+23.0%
MDLZ vs PDD
-16.7%
+39.7%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.9% | -0.4% | +1.4% |
| 7D | +2.3% | -4.9% | +7.2% | +2.4% |
| 30D | +7.9% | -3.0% | +11.0% | +8.0% |
| 3M | +7.3% | -6.2% | +13.4% | +7.4% |
| 6M | +11.7% | -20.7% | +32.4% | +12.1% |
| YTD | +28.7% | -30.4% | +59.1% | +29.4% |
| 1Y | +22.8% | -41.3% | +64.0% | +23.7% |
| 3Y | +6.6% | -27.7% | +34.3% | +6.4% |
| All | +23.0% | -16.7% | +39.7% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PDD.
Daily Out/Under-Performance
Portfolio return minus PDD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PDD 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 PDD 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