+13.8%
MDLZ vs SOUN
-58.7%
+72.6%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -7.9% | +7.7% | -0.2% |
| 7D | -0.4% | -15.5% | +15.1% | -0.4% |
| 30D | +8.2% | -26.2% | +34.5% | +8.1% |
| 3M | +8.0% | -51.4% | +59.3% | +7.8% |
| 6M | +9.7% | -55.3% | +65.1% | +9.6% |
| YTD | +26.9% | -63.9% | +90.8% | +26.7% |
| 1Y | +20.9% | -72.8% | +93.7% | +20.8% |
| 3Y | +5.3% | +101.1% | -95.8% | +3.8% |
| All | +13.8% | -58.7% | +72.6% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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