+106.1%
MDLZ vs RMD
+349.2%
-243.1%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.6% | -0.2% |
| 7D | -1.0% | -0.8% | -0.2% | -0.8% |
| 30D | +7.9% | +1.7% | +6.3% | +7.3% |
| 3M | +8.9% | +6.4% | +2.5% | +7.1% |
| 6M | +10.5% | +20.7% | -10.2% | +5.2% |
| YTD | +27.1% | -0.2% | +27.3% | +25.9% |
| 1Y | +20.9% | -4.5% | +25.4% | +20.9% |
| 3Y | +5.5% | +70.5% | -65.0% | -11.9% |
| 5Y | +22.2% | -1.6% | +23.9% | +16.3% |
| 10Y | +106.1% | +342.7% | -236.6% | +46.4% |
| All | +106.1% | +349.2% | -243.1% | +46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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