+22.2%
MDLZ vs WELL
+227.0%
-204.8%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.2% |
| 7D | +1.7% | +4.4% | -2.8% | +0.5% |
| 30D | +11.2% | +10.8% | +0.4% | +8.2% |
| 3M | +6.1% | +4.2% | +1.9% | +4.9% |
| 6M | +8.6% | +14.0% | -5.4% | +4.6% |
| YTD | +25.8% | +33.4% | -7.6% | +16.3% |
| 1Y | +21.7% | +32.4% | -10.7% | +12.6% |
| 3Y | +5.8% | +194.7% | -188.9% | -20.5% |
| All | +22.2% | +227.0% | -204.8% | -9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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