+15.6%
MDLZ vs PODD
-53.4%
+69.0%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.5% | +4.1% | +0.8% |
| 7D | 0.0% | -4.1% | +4.1% | +0.3% |
| 30D | -1.6% | +0.8% | -2.4% | -1.6% |
| 3M | +0.9% | -6.1% | +7.0% | +1.1% |
| 6M | +7.3% | -40.0% | +47.3% | +11.0% |
| YTD | +16.4% | -49.9% | +66.4% | +22.1% |
| 1Y | +3.0% | -59.3% | +62.3% | +9.7% |
| 3Y | -3.7% | -17.2% | +13.5% | -6.1% |
| 5Y | +15.6% | -53.0% | +68.6% | +18.5% |
| All | +15.6% | -53.4% | +69.0% | +18.5% |
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