+3.7%
MDLZ vs SHW
-9.8%
+13.5%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.7% | +3.0% | +1.6% |
| 7D | 0.0% | -3.2% | +3.2% | +0.6% |
| 30D | +1.4% | -11.4% | +12.8% | +4.1% |
| 3M | 0.0% | +3.5% | -3.5% | -1.0% |
| 6M | +9.1% | -3.4% | +12.5% | +9.4% |
| YTD | +17.9% | -0.3% | +18.3% | +17.6% |
| All | +3.7% | -9.8% | +13.5% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 1y: compounded portfolio wealth divided by compounded SHW 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…
1y analysis · Full analysis span regression · 6 months rolling