+2,981.5%
MUU vs MDLZ
+3.3%
+2,978.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.3% | +11.9% | +11.1% |
| 7D | +17.4% | -1.7% | +19.1% | +13.9% |
| 30D | +24.0% | -2.1% | +26.1% | +19.7% |
| 3M | -23.9% | +1.3% | -25.2% | -15.5% |
| 6M | +284.4% | +6.2% | +278.2% | +327.6% |
| YTD | +583.7% | +15.8% | +567.9% | +741.2% |
| 1Y | +2,981.5% | +4.1% | +2,977.4% | +3,436.6% |
| All | +2,981.5% | +3.3% | +2,978.2% | +3,436.6% |
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