+22.3%
MDLZ vs PWR
+30.1%
-7.8%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +9.4% | -8.7% | +1.9% |
| 7D | +0.1% | -4.8% | +4.9% | -0.4% |
| 30D | +10.0% | -16.2% | +26.2% | +8.0% |
| 3M | +7.1% | -11.9% | +19.0% | +5.8% |
| 6M | +9.8% | -20.6% | +30.4% | +9.2% |
| YTD | +26.6% | +40.3% | -13.6% | +27.0% |
| All | +22.3% | +30.1% | -7.8% | +22.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling