+60.5%
MDLZ vs PINS
-20.2%
+80.7%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.7% | +0.2% |
| 7D | +2.2% | -6.9% | +9.1% | +2.5% |
| 30D | +10.1% | -11.4% | +21.6% | +10.7% |
| 3M | +9.1% | -22.2% | +31.3% | +10.3% |
| 6M | +10.0% | -10.9% | +20.9% | +10.3% |
| YTD | +26.8% | -26.8% | +53.6% | +28.2% |
| 1Y | +22.5% | -29.8% | +52.3% | +24.1% |
| 3Y | +5.3% | -39.0% | +44.3% | +5.5% |
| 5Y | +21.4% | -58.7% | +80.1% | +22.4% |
| All | +60.5% | -20.2% | +80.7% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 PINS 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