+79.0%
MDLZ vs WU
-41.4%
+120.4%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.5% | +3.1% | +1.1% |
| 7D | 0.0% | -0.8% | +0.9% | +0.2% |
| 30D | -1.6% | -1.1% | -0.4% | -1.3% |
| 3M | +0.9% | -1.8% | +2.7% | +0.5% |
| 6M | +7.3% | -23.9% | +31.3% | +13.2% |
| YTD | +16.4% | -20.4% | +36.9% | +21.2% |
| 1Y | +3.0% | -10.6% | +13.5% | +3.5% |
| 3Y | -3.7% | -27.7% | +24.0% | +0.6% |
| 5Y | +15.6% | -51.1% | +66.7% | +33.3% |
| 10Y | +79.0% | -40.7% | +119.7% | +92.2% |
| All | +79.0% | -41.4% | +120.4% | +92.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling