+1,344.3%
MU vs MDLZ
-4.1%
+1,348.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.2% | -1.3% |
| 7D | +7.2% | 0.0% | +7.1% | +7.2% |
| 30D | +14.0% | -1.6% | +15.5% | +13.1% |
| 3M | +5.4% | +0.9% | +4.5% | +7.7% |
| 6M | +170.3% | +7.3% | +162.9% | +180.3% |
| YTD | +250.7% | +16.4% | +234.2% | +274.6% |
| 1Y | +662.1% | +3.0% | +659.2% | +687.8% |
| All | +1,344.3% | -4.1% | +1,348.4% | +1,342.5% |
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