+0.8%
NOW vs MDLZ
+17.0%
-16.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.3% | -3.6% | -2.5% |
| 7D | -4.1% | 0.0% | -4.1% | -4.1% |
| 30D | +2.9% | +1.4% | +1.4% | +2.7% |
| 3M | +22.6% | 0.0% | +22.5% | +22.5% |
| 6M | +7.5% | +9.1% | -1.6% | +6.1% |
| YTD | -14.4% | +17.9% | -32.4% | -17.0% |
| 1Y | -29.8% | +3.2% | -33.0% | -29.9% |
| 3Y | +9.2% | -2.5% | +11.7% | +8.4% |
| 5Y | +0.8% | +17.6% | -16.8% | -17.5% |
| All | +0.8% | +17.0% | -16.2% | -17.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling