+90.0%
MDLZ vs SUI
+115.7%
-25.7%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -0.7% |
| 7D | +1.7% | +6.2% | -4.6% | -0.4% |
| 30D | +11.2% | +8.6% | +2.6% | +8.1% |
| 3M | +6.1% | +1.0% | +5.1% | +5.6% |
| 6M | +8.6% | -2.6% | +11.2% | +9.4% |
| YTD | +25.8% | -0.1% | +26.0% | +25.6% |
| 1Y | +21.7% | +0.5% | +21.2% | +21.1% |
| 3Y | +5.8% | +15.3% | -9.4% | -1.0% |
| 5Y | +21.4% | -26.1% | +47.6% | +30.6% |
| All | +90.0% | +115.7% | -25.7% | +32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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