+24.4%
MDLZ vs WEC
+9.7%
+14.8%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.3% | +1.1% | +2.2% |
| 7D | +8.9% | +6.9% | +2.0% | +5.3% |
| 30D | +15.2% | +16.6% | -1.4% | +7.0% |
| 3M | +9.5% | +9.1% | +0.4% | +4.8% |
| 6M | +11.7% | +3.2% | +8.5% | +10.2% |
| YTD | +28.4% | +14.9% | +13.5% | +19.6% |
| 1Y | +24.4% | +9.2% | +15.2% | +19.3% |
| All | +24.4% | +9.7% | +14.8% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 1y: compounded portfolio wealth divided by compounded WEC 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…
1y analysis · Full analysis span regression · 6 months rolling