+16.1%
MDLZ vs QID
-80.8%
+96.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.6% |
| 7D | 0.0% | -2.7% | +2.8% | -0.1% |
| 30D | -1.6% | +1.8% | -3.4% | -1.4% |
| 3M | +0.9% | -2.2% | +3.0% | +0.8% |
| 6M | +7.3% | -32.1% | +39.5% | +4.0% |
| YTD | +16.4% | -28.6% | +45.0% | +13.4% |
| 1Y | +3.0% | -36.3% | +39.3% | -0.8% |
| 3Y | -3.7% | -74.4% | +70.7% | -15.9% |
| All | +16.1% | -80.8% | +96.9% | -2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 5y: compounded portfolio wealth divided by compounded QID 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…
5y analysis · Full analysis span regression · 6 months rolling