-38.7%
NOW vs MDLZ
+22.7%
-61.4%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.5% | -3.8% | +0.5% |
| 7D | -27.5% | +8.9% | -36.4% | -25.9% |
| 30D | -20.0% | +15.2% | -35.2% | -17.3% |
| 3M | -7.9% | +9.5% | -17.4% | -5.6% |
| 6M | +18.3% | +11.7% | +6.6% | +21.4% |
| YTD | -29.0% | +28.4% | -57.4% | -20.3% |
| 1Y | -38.7% | +24.4% | -63.1% | -31.2% |
| All | -38.7% | +22.7% | -61.4% | -31.2% |
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