+22.2%
MDLZ vs PODD
-52.5%
+74.7%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.2% | +5.0% | -0.7% |
| 7D | +1.7% | -2.1% | +3.8% | +1.8% |
| 30D | +11.2% | +9.0% | +2.1% | +10.5% |
| 3M | +6.1% | +5.2% | +1.0% | +5.7% |
| 6M | +8.6% | -3.2% | +11.7% | +8.4% |
| YTD | +25.8% | -48.5% | +74.3% | +31.4% |
| 1Y | +21.7% | -54.7% | +76.4% | +28.3% |
| 3Y | +5.8% | -7.8% | +13.6% | +2.4% |
| All | +22.2% | -52.5% | +74.7% | +21.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling