+6.6%
MDLZ vs SU
+132.3%
-125.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.4% |
| 7D | +2.3% | +1.7% | +0.6% | +2.3% |
| 30D | +7.9% | -7.9% | +15.8% | +8.1% |
| 3M | +7.3% | +7.5% | -0.3% | +6.8% |
| 6M | +11.7% | +7.2% | +4.5% | +11.0% |
| YTD | +28.7% | +60.9% | -32.2% | +26.4% |
| 1Y | +22.8% | +63.6% | -40.9% | +20.5% |
| 3Y | +6.6% | +128.9% | -122.3% | +4.0% |
| All | +6.6% | +132.3% | -125.7% | +4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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