+314.5%
MDLZ vs PSLV
+115.4%
+199.1%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.6% |
| 7D | 0.0% | +2.7% | -2.6% | -0.1% |
| 30D | -1.6% | +3.5% | -5.0% | -1.8% |
| 3M | +0.9% | +0.3% | +0.6% | +0.7% |
| 6M | +7.3% | -21.0% | +28.3% | +8.5% |
| YTD | +16.4% | -8.9% | +25.4% | +15.6% |
| 1Y | +3.0% | +54.0% | -51.0% | -1.8% |
| 3Y | -3.7% | +175.4% | -179.2% | -12.7% |
| 5Y | +15.6% | +157.7% | -142.0% | +4.8% |
| 10Y | +79.0% | +184.9% | -105.9% | +57.8% |
| All | +314.5% | +115.4% | +199.1% | +255.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded PSLV 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling