+92.2%
MDLZ vs PWR
+1,915.1%
-1,822.9%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +9.4% | -8.7% | -0.2% |
| 7D | +0.1% | -4.8% | +4.9% | +0.3% |
| 30D | +10.0% | -16.2% | +26.2% | +11.5% |
| 3M | +7.1% | -11.9% | +19.0% | +7.8% |
| 6M | +9.8% | -20.6% | +30.4% | +11.4% |
| YTD | +26.6% | +40.3% | -13.6% | +18.2% |
| 1Y | +20.3% | +33.0% | -12.7% | +13.0% |
| 3Y | +5.4% | +250.0% | -244.6% | -18.9% |
| 5Y | +22.2% | +404.2% | -381.9% | -14.9% |
| 10Y | +92.2% | +1,865.8% | -1,773.7% | -8.0% |
| All | +92.2% | +1,915.1% | -1,822.9% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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