+107.6%
MDLZ vs UUUU
+370.7%
-263.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.8% | +1.5% |
| 7D | +2.3% | -1.1% | +3.4% | +2.3% |
| 30D | +7.9% | -21.0% | +28.9% | +8.7% |
| 3M | +7.3% | -54.8% | +62.1% | +10.0% |
| 6M | +11.7% | -67.3% | +79.0% | +15.8% |
| YTD | +28.7% | -54.7% | +83.4% | +30.4% |
| 1Y | +22.8% | -57.4% | +80.2% | +24.5% |
| 3Y | +6.6% | -19.6% | +26.2% | +2.4% |
| 5Y | +23.2% | -40.0% | +63.2% | +17.3% |
| All | +107.6% | +370.7% | -263.2% | +54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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