+2,396.1%
MUU vs MDLZ
-7.5%
+2,403.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.2% |
| 7D | -8.2% | +1.9% | -10.1% | -6.1% |
| 30D | +10.2% | +0.4% | +9.7% | +11.0% |
| 3M | -26.5% | -0.6% | -25.9% | -20.3% |
| 6M | +227.2% | +14.7% | +212.5% | +286.7% |
| YTD | +527.4% | +18.0% | +509.4% | +674.0% |
| 1Y | +1,843.7% | +4.1% | +1,839.5% | +2,103.4% |
| All | +2,396.1% | -7.5% | +2,403.6% | +2,290.7% |
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