+87.9%
MDLZ vs PODD
+218.3%
-130.4%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.1% | +4.3% | +1.6% |
| 7D | 0.0% | -6.9% | +6.9% | +0.6% |
| 30D | +1.4% | -3.5% | +4.9% | +1.7% |
| 3M | 0.0% | -13.6% | +13.6% | +1.0% |
| 6M | +9.1% | -42.6% | +51.8% | +14.1% |
| YTD | +17.9% | -51.5% | +69.4% | +25.2% |
| 1Y | +3.2% | -60.9% | +64.1% | +11.8% |
| 3Y | -2.5% | -19.8% | +17.3% | -3.9% |
| 5Y | +17.6% | -54.4% | +72.0% | +21.2% |
| 10Y | +87.9% | +236.1% | -148.1% | +72.4% |
| All | +87.9% | +218.3% | -130.4% | +72.4% |
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