+81.8%
MDLZ vs UUUU
+495.2%
-413.4%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.3% | +6.4% | +0.3% |
| 7D | +1.7% | -5.0% | +6.7% | +1.8% |
| 30D | +1.1% | -7.8% | +8.9% | +1.3% |
| 3M | -1.8% | -0.4% | -1.4% | -2.1% |
| 6M | +12.3% | -32.9% | +45.2% | +13.3% |
| YTD | +18.0% | -6.3% | +24.3% | +16.8% |
| 1Y | +3.8% | +7.9% | -4.1% | +1.4% |
| 3Y | -2.4% | +85.2% | -87.6% | -8.9% |
| 5Y | +18.4% | +97.0% | -78.5% | +7.0% |
| All | +81.8% | +495.2% | -413.4% | +35.8% |
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