+6.6%
MDLZ vs TROW
+37.3%
-30.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +1.4% |
| 7D | +2.3% | +0.5% | +1.8% | +2.3% |
| 30D | +7.9% | +9.3% | -1.4% | +7.3% |
| 3M | +7.3% | -0.9% | +8.2% | +7.3% |
| 6M | +11.7% | +8.3% | +3.3% | +10.9% |
| YTD | +28.7% | +10.6% | +18.1% | +27.5% |
| 1Y | +22.8% | +10.5% | +12.2% | +21.5% |
| 3Y | +6.6% | +36.5% | -29.9% | +2.6% |
| All | +6.6% | +37.3% | -30.7% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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