+21.7%
MDLZ vs USFD
+46.1%
-24.5%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.2% |
| 7D | +1.7% | +3.0% | -1.3% | +1.0% |
| 30D | +11.2% | +11.1% | +0.1% | +9.0% |
| 3M | +6.1% | -0.3% | +6.4% | +5.9% |
| 6M | +8.6% | +15.9% | -7.3% | +5.6% |
| YTD | +25.8% | +41.6% | -15.8% | +19.9% |
| 1Y | +21.7% | +49.4% | -27.7% | +15.3% |
| All | +21.7% | +46.1% | -24.5% | +15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 1y: compounded portfolio wealth divided by compounded USFD 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…
1y analysis · Full analysis span regression · 6 months rolling