+3.4%
NU vs MDLZ
+3.3%
+0.1%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -2.0% |
| 7D | +7.5% | -1.7% | +9.2% | +7.3% |
| 30D | +6.1% | -2.1% | +8.3% | +6.0% |
| 3M | +26.8% | +1.3% | +25.5% | +26.8% |
| 6M | +2.5% | +6.2% | -3.7% | +1.9% |
| YTD | -8.2% | +15.8% | -24.0% | -9.9% |
| 1Y | +3.4% | +4.1% | -0.8% | +0.1% |
| All | +3.4% | +3.3% | +0.1% | +0.1% |
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