+1,679.2%
MPWR vs MDLZ
+83.6%
+1,595.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.8% |
| 7D | -1.3% | 0.0% | -1.2% | -1.3% |
| 30D | -12.8% | +1.4% | -14.3% | -13.6% |
| 3M | -21.3% | 0.0% | -21.3% | -22.6% |
| 6M | +13.7% | +9.1% | +4.6% | +6.3% |
| YTD | +33.3% | +17.9% | +15.3% | +18.5% |
| 1Y | +41.3% | +3.2% | +38.1% | +34.8% |
| 3Y | +145.8% | -2.5% | +148.3% | +132.1% |
| 5Y | +155.6% | +17.6% | +138.1% | +105.9% |
| 10Y | +1,679.2% | +87.9% | +1,591.3% | +967.1% |
| All | +1,679.2% | +83.6% | +1,595.6% | +967.1% |
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