+1,843.7%
MUU vs MDLZ
+3.7%
+1,840.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.2% |
| 7D | -8.2% | +1.9% | -10.1% | -5.4% |
| 30D | +10.2% | +0.4% | +9.7% | +11.2% |
| 3M | -26.5% | -0.6% | -25.9% | -17.6% |
| 6M | +227.2% | +14.7% | +212.5% | +286.8% |
| YTD | +527.4% | +18.0% | +509.4% | +704.0% |
| 1Y | +1,843.7% | +4.1% | +1,839.5% | +2,236.6% |
| All | +1,843.7% | +3.7% | +1,840.0% | +2,236.6% |
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