+7.1%
MDLZ vs SNPS
-9.8%
+16.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.9% | +4.1% | -1.0% |
| 7D | +6.9% | -10.2% | +17.0% | +6.4% |
| 30D | +12.1% | -12.8% | +24.9% | +11.6% |
| 3M | +7.7% | +9.9% | -2.2% | +8.2% |
| 6M | +10.8% | -12.4% | +23.2% | +10.7% |
| YTD | +27.4% | -6.3% | +33.6% | +27.5% |
| 1Y | +23.5% | +7.6% | +15.9% | +23.8% |
| All | +7.1% | -9.8% | +16.9% | +7.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling