+79.0%
MDLZ vs WPM
+502.1%
-423.1%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | 0.0% | +7.0% | -7.0% | -0.6% |
| 30D | -1.6% | +15.7% | -17.3% | -2.9% |
| 3M | +0.9% | +35.2% | -34.3% | -2.1% |
| 6M | +7.3% | +6.1% | +1.2% | +6.2% |
| YTD | +16.4% | +32.6% | -16.1% | +12.2% |
| 1Y | +3.0% | +46.9% | -44.0% | -2.1% |
| 3Y | -3.7% | +276.3% | -280.0% | -18.4% |
| 5Y | +15.6% | +260.0% | -244.4% | -2.7% |
| 10Y | +79.0% | +508.5% | -429.5% | +48.1% |
| All | +79.0% | +502.1% | -423.1% | +48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded WPM 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling