+3.5%
MDLZ vs PLTD
-77.8%
+81.3%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.6% | -4.9% | -0.5% |
| 7D | -1.7% | +5.9% | -7.7% | -2.0% |
| 30D | -2.1% | -11.6% | +9.5% | -1.6% |
| 3M | +1.3% | -29.9% | +31.3% | +2.5% |
| 6M | +6.2% | -28.5% | +34.7% | +7.2% |
| YTD | +15.8% | -20.4% | +36.2% | +16.2% |
| 1Y | +4.1% | -33.3% | +37.4% | +5.2% |
| All | +3.5% | -77.8% | +81.3% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 all: compounded portfolio wealth divided by compounded PLTD 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…
all analysis · Full analysis span regression · 6 months rolling