+104.5%
MDLZ vs TRI
+225.1%
-120.5%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.3% |
| 7D | -0.4% | -7.5% | +7.1% | +1.6% |
| 30D | +8.2% | +3.9% | +4.3% | +6.9% |
| 3M | +8.0% | +7.2% | +0.8% | +5.2% |
| 6M | +9.7% | +27.0% | -17.2% | +0.7% |
| YTD | +26.9% | -14.0% | +40.9% | +30.6% |
| 1Y | +20.9% | -17.7% | +38.6% | +26.5% |
| 3Y | +5.3% | -10.7% | +16.0% | +3.2% |
| 5Y | +21.4% | +0.6% | +20.8% | +11.2% |
| All | +104.5% | +225.1% | -120.5% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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