+17,540.7%
MPWR vs MDLZ
+420.4%
+17,120.3%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.2% | +8.7% | +8.8% |
| 7D | +17.3% | -1.0% | +18.3% | +17.9% |
| 30D | +12.1% | +7.9% | +4.1% | +7.2% |
| 3M | +5.6% | +8.9% | -3.3% | +0.1% |
| 6M | -10.7% | +10.5% | -21.2% | -17.6% |
| YTD | +64.0% | +27.1% | +36.8% | +38.9% |
| 1Y | +55.9% | +20.9% | +35.0% | +35.8% |
| 3Y | +199.5% | +5.5% | +193.9% | +170.2% |
| 5Y | +176.6% | +22.2% | +154.3% | +125.1% |
| 10Y | +1,921.6% | +106.1% | +1,815.5% | +1,115.0% |
| All | +17,540.7% | +420.4% | +17,120.3% | +5,760.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling