+79.0%
MDLZ vs SNPS
+554.7%
-475.7%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.0% | +0.6% |
| 7D | 0.0% | -5.5% | +5.5% | +0.7% |
| 30D | -1.6% | -5.8% | +4.2% | -1.0% |
| 3M | +0.9% | -17.2% | +18.1% | +3.0% |
| 6M | +7.3% | -10.4% | +17.7% | +7.8% |
| YTD | +16.4% | -16.5% | +33.0% | +17.7% |
| 1Y | +3.0% | -35.6% | +38.6% | +6.3% |
| 3Y | -3.7% | -14.6% | +10.9% | -10.0% |
| 5Y | +15.6% | +16.5% | -0.9% | -4.2% |
| 10Y | +79.0% | +556.6% | -477.6% | -23.8% |
| All | +79.0% | +554.7% | -475.7% | -23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 SNPS 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