+11.7%
MDLZ vs UUUU
-68.4%
+80.1%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.8% | +1.3% |
| 7D | +2.3% | -1.1% | +3.4% | +2.3% |
| 30D | +7.9% | -21.0% | +28.9% | +5.2% |
| 3M | +7.3% | -54.8% | +62.1% | -1.8% |
| 6M | +11.7% | -67.3% | +79.0% | +1.4% |
| All | +11.7% | -68.4% | +80.1% | +1.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling