+11.8%
MDLZ vs Q
+74.5%
-62.7%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.9% | -0.5% |
| 7D | -0.4% | +11.5% | -11.9% | +0.6% |
| 30D | +8.2% | -0.2% | +8.4% | +8.5% |
| 3M | +8.0% | -13.6% | +21.6% | +7.4% |
| 6M | +9.7% | -27.0% | +36.8% | +9.4% |
| YTD | +26.9% | +50.5% | -23.7% | +24.9% |
| 1Y | +20.9% | +33.8% | -12.9% | +17.6% |
| All | +11.8% | +74.5% | -62.7% | +8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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