+3.3%
MDLZ vs PLTU
+142.1%
-138.9%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.7% | +5.2% | +0.5% |
| 7D | 0.0% | -11.6% | +11.6% | -0.2% |
| 30D | -1.6% | -4.6% | +3.1% | -1.6% |
| 3M | +0.9% | +33.7% | -32.8% | +2.2% |
| 6M | +7.3% | -9.4% | +16.7% | +8.1% |
| YTD | +16.4% | -34.7% | +51.2% | +16.8% |
| 1Y | +3.0% | -23.2% | +26.2% | +4.0% |
| All | +3.3% | +142.1% | -138.9% | +6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded PLTU 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling