+148.8%
MPWR vs MDLZ
-4.0%
+152.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.3% |
| 7D | -0.6% | 0.0% | -0.6% | -0.6% |
| 30D | -13.1% | -1.6% | -11.5% | -13.3% |
| 3M | -21.7% | +0.9% | -22.6% | -21.2% |
| 6M | +19.5% | +7.3% | +12.2% | +20.3% |
| YTD | +34.9% | +16.4% | +18.5% | +36.5% |
| 1Y | +42.0% | +3.0% | +39.0% | +42.4% |
| 3Y | +148.8% | -3.7% | +152.5% | +147.1% |
| All | +148.8% | -4.0% | +152.8% | +147.1% |
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