+3.2%
MDLZ vs WY
-9.3%
+12.5%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.4% |
| 7D | 0.0% | -1.7% | +1.6% | +0.5% |
| 30D | +1.4% | -9.9% | +11.3% | +4.8% |
| 3M | 0.0% | -7.5% | +7.5% | +2.4% |
| 6M | +9.1% | -5.1% | +14.3% | +10.5% |
| YTD | +17.9% | -2.1% | +20.0% | +17.5% |
| 1Y | +3.2% | -7.3% | +10.6% | +3.1% |
| All | +3.2% | -9.3% | +12.5% | +3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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