+107.6%
MDLZ vs RIO
+354.4%
-246.9%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.5% |
| 7D | +2.3% | -0.9% | +3.2% | +2.4% |
| 30D | +7.9% | -9.1% | +17.0% | +9.6% |
| 3M | +7.3% | -13.7% | +20.9% | +9.8% |
| 6M | +11.7% | -24.3% | +36.0% | +16.7% |
| YTD | +28.7% | +8.9% | +19.9% | +25.1% |
| 1Y | +22.8% | +22.7% | +0.1% | +16.5% |
| 3Y | +6.6% | +51.2% | -44.6% | -4.1% |
| 5Y | +23.2% | +88.1% | -64.9% | +2.9% |
| All | +107.6% | +354.4% | -246.9% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 10y: compounded portfolio wealth divided by compounded RIO 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…
10y analysis · Full analysis span regression · 6 months rolling