+462.7%
MDLZ vs QID
-100.0%
+562.7%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | +0.4% |
| 7D | +2.2% | +1.8% | +0.4% | +2.8% |
| 30D | +10.1% | +21.6% | -11.5% | +15.1% |
| 3M | +9.1% | +12.6% | -3.5% | +12.2% |
| 6M | +10.0% | +6.9% | +3.1% | +11.9% |
| YTD | +26.8% | -20.5% | +47.4% | +21.1% |
| 1Y | +22.5% | -18.1% | +40.6% | +18.0% |
| 3Y | +5.3% | -70.7% | +76.0% | -18.5% |
| 5Y | +21.4% | -77.2% | +98.7% | -4.5% |
| 10Y | +102.0% | -99.0% | +201.1% | -21.4% |
| All | +462.7% | -100.0% | +562.7% | +16.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling