+17.6%
MDLZ vs UUUU
+132.1%
-114.5%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.3% |
| 7D | 0.0% | +1.8% | -1.9% | -0.1% |
| 30D | +1.4% | +1.8% | -0.4% | +1.4% |
| 3M | 0.0% | +1.3% | -1.2% | 0.0% |
| 6M | +9.1% | -26.8% | +35.9% | +9.5% |
| YTD | +17.9% | +0.1% | +17.9% | +17.4% |
| 1Y | +3.2% | +11.2% | -8.0% | +2.2% |
| 3Y | -2.5% | +97.7% | -100.2% | -5.3% |
| 5Y | +17.6% | +127.3% | -109.8% | +14.1% |
| All | +17.6% | +132.1% | -114.5% | +14.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling