+0.7%
MDLZ vs SOLS
+22.7%
-22.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | +0.6% |
| 7D | 0.0% | +4.5% | -4.5% | +0.2% |
| 30D | -1.6% | +6.0% | -7.6% | -1.4% |
| 3M | +0.9% | -19.7% | +20.6% | +1.2% |
| 6M | +7.3% | -10.4% | +17.7% | +7.1% |
| YTD | +16.4% | +33.3% | -16.8% | +15.2% |
| All | +0.7% | +22.7% | -22.0% | -0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SOLS 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling