+102.0%
MDLZ vs PWR
+1,818.7%
-1,716.7%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.3% |
| 7D | +2.2% | -11.2% | +13.4% | +3.1% |
| 30D | +10.1% | -17.4% | +27.5% | +11.8% |
| 3M | +9.1% | -11.7% | +20.8% | +9.8% |
| 6M | +10.0% | -21.7% | +31.7% | +11.7% |
| YTD | +26.8% | +38.3% | -11.4% | +18.4% |
| 1Y | +22.5% | +29.6% | -7.1% | +15.3% |
| 3Y | +5.3% | +236.1% | -230.9% | -18.6% |
| 5Y | +21.4% | +406.3% | -384.9% | -15.9% |
| 10Y | +102.0% | +1,796.7% | -1,694.7% | -6.0% |
| All | +102.0% | +1,818.7% | -1,716.7% | -6.0% |
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