+11.8%
NOW vs MDLZ
-4.0%
+15.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.6% | -5.6% | -4.9% |
| 7D | -6.1% | 0.0% | -6.1% | -6.1% |
| 30D | +7.5% | -1.6% | +9.0% | +7.3% |
| 3M | +17.5% | +0.9% | +16.6% | +17.7% |
| 6M | +7.9% | +7.3% | +0.6% | +9.8% |
| YTD | -12.4% | +16.4% | -28.8% | -9.7% |
| 1Y | -28.6% | +3.0% | -31.5% | -27.2% |
| 3Y | +11.8% | -3.7% | +15.6% | +12.2% |
| All | +11.8% | -4.0% | +15.8% | +12.2% |
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 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