+198.0%
MPWR vs MDLZ
+5.7%
+192.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.2% | +8.7% | +9.0% |
| 7D | +17.3% | -1.0% | +18.3% | +16.9% |
| 30D | +12.1% | +7.9% | +4.1% | +14.7% |
| 3M | +5.6% | +8.9% | -3.3% | +8.4% |
| 6M | -10.7% | +10.5% | -21.2% | -7.6% |
| YTD | +64.0% | +27.1% | +36.8% | +70.9% |
| 1Y | +55.9% | +20.9% | +35.0% | +61.8% |
| All | +198.0% | +5.7% | +192.3% | +200.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling