+32.5%
MPWR vs MDLZ
+22.7%
+9.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +3.5% | -8.5% | -3.2% |
| 7D | +4.1% | +8.9% | -4.8% | +9.0% |
| 30D | -14.8% | +15.2% | -30.0% | -8.3% |
| 3M | -5.4% | +9.5% | -14.9% | -0.3% |
| 6M | -19.6% | +11.7% | -31.3% | -13.7% |
| YTD | +39.8% | +28.4% | +11.4% | +47.8% |
| 1Y | +32.5% | +24.4% | +8.1% | +40.2% |
| All | +32.5% | +22.7% | +9.9% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLZ.
Daily Out/Under-Performance
Portfolio return minus MDLZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLZ 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 MDLZ 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