+516.3%
MDLZ vs TROW
+1,171.3%
-655.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +1.3% |
| 7D | +2.3% | +0.5% | +1.8% | +2.2% |
| 30D | +7.9% | +9.3% | -1.4% | +5.6% |
| 3M | +7.3% | -0.9% | +8.2% | +7.3% |
| 6M | +11.7% | +8.3% | +3.3% | +9.0% |
| YTD | +28.7% | +10.6% | +18.1% | +24.5% |
| 1Y | +22.8% | +10.5% | +12.2% | +18.7% |
| 3Y | +6.6% | +36.5% | -29.9% | -4.1% |
| 5Y | +23.2% | -37.1% | +60.2% | +31.5% |
| 10Y | +108.7% | +125.2% | -16.5% | +57.4% |
| All | +516.3% | +1,171.3% | -655.1% | +181.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling