+1,865.4%
MPWR vs MDLZ
+105.1%
+1,760.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.0% |
| 7D | +27.9% | -0.4% | +28.3% | +28.2% |
| 30D | +9.7% | +8.2% | +1.5% | +5.3% |
| 3M | +1.7% | +8.0% | -6.3% | -2.7% |
| 6M | -9.2% | +9.7% | -19.0% | -15.4% |
| YTD | +60.5% | +26.9% | +33.6% | +36.8% |
| 1Y | +52.0% | +20.9% | +31.1% | +33.2% |
| 3Y | +193.1% | +5.3% | +187.8% | +165.7% |
| 5Y | +167.3% | +21.4% | +145.9% | +112.3% |
| All | +1,865.4% | +105.1% | +1,760.4% | +1,029.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling