-3.9%
MDLZ vs PWR
+195.8%
-199.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.2% |
| 7D | -1.7% | +3.6% | -5.3% | -1.5% |
| 30D | -2.1% | -8.6% | +6.5% | -2.6% |
| 3M | +1.3% | -13.2% | +14.5% | +1.2% |
| 6M | +6.2% | +9.9% | -3.7% | +6.3% |
| YTD | +15.8% | +48.0% | -32.2% | +16.4% |
| 1Y | +4.1% | +66.2% | -62.0% | +4.7% |
| All | -3.9% | +195.8% | -199.7% | -5.2% |
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