+353.6%
NET vs MDLZ
-4.0%
+357.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.4% | +2.1% |
| 7D | -0.4% | 0.0% | -0.5% | -0.4% |
| 30D | -5.3% | -1.6% | -3.8% | -5.6% |
| 3M | +14.7% | +0.9% | +13.8% | +15.2% |
| 6M | +45.7% | +7.3% | +38.3% | +48.8% |
| YTD | +44.2% | +16.4% | +27.8% | +49.8% |
| 1Y | +30.5% | +3.0% | +27.5% | +33.8% |
| 3Y | +353.6% | -3.7% | +357.3% | +339.9% |
| All | +353.6% | -4.0% | +357.5% | +339.9% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling