+47.4%
MDLZ vs PINS
-15.2%
+62.6%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.8% | +0.6% |
| 7D | 0.0% | -5.2% | +5.3% | +0.3% |
| 30D | -1.6% | -14.9% | +13.4% | -0.8% |
| 3M | +0.9% | -8.4% | +9.3% | +1.2% |
| 6M | +7.3% | +0.6% | +6.7% | +7.0% |
| YTD | +16.4% | -22.2% | +38.7% | +17.5% |
| 1Y | +3.0% | -46.9% | +49.9% | +5.9% |
| 3Y | -3.7% | -26.9% | +23.2% | -4.8% |
| 5Y | +15.6% | -63.0% | +78.6% | +18.0% |
| All | +47.4% | -15.2% | +62.6% | +13.8% |
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