+367.1%
MDLZ vs PODD
+767.5%
-400.5%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | -0.1% |
| 7D | -1.7% | +1.6% | -3.4% | -1.9% |
| 30D | -2.1% | +10.7% | -12.8% | -3.1% |
| 3M | +1.3% | +0.7% | +0.6% | +0.9% |
| 6M | +6.2% | -39.3% | +45.5% | +10.6% |
| YTD | +15.8% | -48.1% | +63.9% | +22.3% |
| 1Y | +4.1% | -57.4% | +61.6% | +12.0% |
| 3Y | -4.1% | -23.3% | +19.2% | -4.4% |
| 5Y | +13.4% | -51.3% | +64.6% | +16.2% |
| 10Y | +75.7% | +242.0% | -166.3% | +44.2% |
| All | +367.1% | +767.5% | -400.5% | +219.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling