+21.4%
MDLZ vs UUUU
-39.3%
+60.7%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.6% | +3.4% | -0.2% |
| 7D | -0.4% | +1.4% | -1.8% | -0.4% |
| 30D | +8.2% | -27.9% | +36.2% | +8.4% |
| 3M | +8.0% | -53.8% | +61.8% | +8.4% |
| 6M | +9.7% | -68.1% | +77.9% | +10.8% |
| YTD | +26.9% | -54.1% | +80.9% | +26.7% |
| 1Y | +20.9% | -57.8% | +78.7% | +20.9% |
| 3Y | +5.3% | -15.4% | +20.8% | +3.0% |
| 5Y | +21.4% | -39.2% | +60.6% | +20.9% |
| All | +21.4% | -39.3% | +60.7% | +20.9% |
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