+106.1%
MDLZ vs PODD
+314.4%
-208.3%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | +0.1% |
| 7D | -1.0% | -9.1% | +8.1% | -0.1% |
| 30D | +7.9% | +7.3% | +0.6% | +7.2% |
| 3M | +8.9% | +3.7% | +5.2% | +8.4% |
| 6M | +10.5% | -2.7% | +13.2% | +10.2% |
| YTD | +27.1% | -47.2% | +74.4% | +34.0% |
| 1Y | +20.9% | -54.0% | +74.9% | +29.1% |
| 3Y | +5.5% | -3.3% | +8.8% | +2.1% |
| 5Y | +22.2% | -52.3% | +74.6% | +25.8% |
| 10Y | +106.1% | +322.4% | -216.3% | +78.7% |
| All | +106.1% | +314.4% | -208.3% | +78.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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