+2.7%
MDLZ vs PLTU
+154.0%
-151.3%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -9.0% | +8.7% | -0.5% |
| 7D | -1.7% | -13.6% | +11.8% | -2.0% |
| 30D | -2.1% | +16.7% | -18.8% | -1.6% |
| 3M | +1.3% | +29.6% | -28.2% | +2.5% |
| 6M | +6.2% | -0.1% | +6.3% | +7.2% |
| YTD | +15.8% | -31.5% | +47.3% | +16.2% |
| 1Y | +4.1% | -19.7% | +23.8% | +5.3% |
| All | +2.7% | +154.0% | -151.3% | +5.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling