+22.2%
MDLZ vs WMB
+178.0%
-155.8%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.2% |
| 7D | +1.7% | -13.8% | +15.5% | +3.3% |
| 30D | +11.2% | -10.3% | +21.5% | +12.3% |
| 3M | +6.1% | -10.1% | +16.2% | +7.0% |
| 6M | +8.6% | -11.8% | +20.4% | +9.6% |
| YTD | +25.8% | +8.9% | +16.9% | +23.1% |
| 1Y | +21.7% | +14.0% | +7.7% | +18.2% |
| 3Y | +5.8% | +100.5% | -94.7% | -10.0% |
| All | +22.2% | +178.0% | -155.8% | -2.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling