+5.8%
MDLZ vs PWR
+221.0%
-215.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.3% | -7.5% | -0.7% |
| 7D | +1.7% | -12.9% | +14.5% | +0.7% |
| 30D | +11.2% | -22.8% | +34.0% | +9.4% |
| 3M | +6.1% | -19.0% | +25.1% | +4.8% |
| 6M | +8.6% | -31.1% | +39.7% | +7.3% |
| YTD | +25.8% | +28.2% | -2.4% | +26.2% |
| 1Y | +21.7% | +22.2% | -0.5% | +22.0% |
| 3Y | +5.8% | +222.1% | -216.3% | +4.9% |
| All | +5.8% | +221.0% | -215.2% | +4.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling