+82.7%
MRVL vs MDLZ
+22.7%
+60.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +3.5% | -10.5% | -3.5% |
| 7D | -36.5% | +8.9% | -45.4% | -30.2% |
| 30D | -41.1% | +15.2% | -56.3% | -31.8% |
| 3M | -26.9% | +9.5% | -36.4% | -18.7% |
| 6M | -2.3% | +11.7% | -14.0% | +13.5% |
| YTD | +88.4% | +28.4% | +59.9% | +116.8% |
| 1Y | +82.7% | +24.4% | +58.3% | +108.4% |
| All | +82.7% | +22.7% | +60.1% | +108.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling