+24.4%
MDLZ vs WMB
+22.7%
+1.7%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -6.4% | +9.8% | +3.4% |
| 7D | +8.9% | -8.6% | +17.5% | +8.9% |
| 30D | +15.2% | -4.2% | +19.4% | +14.7% |
| 3M | +9.5% | -4.4% | +13.9% | +9.0% |
| 6M | +11.7% | -8.7% | +20.4% | +11.6% |
| YTD | +28.4% | +15.4% | +13.1% | +22.8% |
| 1Y | +24.4% | +23.7% | +0.7% | +16.7% |
| All | +24.4% | +22.7% | +1.7% | +16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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