+521.8%
NOW vs MDLZ
+102.9%
+418.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +2.9% | +3.1% |
| 7D | -5.6% | -1.0% | -4.6% | -5.2% |
| 30D | -26.8% | +7.9% | -34.7% | -29.3% |
| 3M | -19.4% | +8.9% | -28.3% | -22.6% |
| 6M | +12.3% | +10.5% | +1.8% | +6.8% |
| YTD | -32.9% | +27.1% | -60.1% | -41.1% |
| 1Y | -40.3% | +20.9% | -61.2% | -46.3% |
| 3Y | -19.1% | +5.5% | -24.6% | -25.1% |
| 5Y | -24.4% | +22.2% | -46.6% | -37.8% |
| 10Y | +521.8% | +106.1% | +415.7% | +281.3% |
| All | +521.8% | +102.9% | +418.9% | +281.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling