+14,546.7%
NVDA vs MDLZ
+86.5%
+14,460.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -5.1% | +1.9% | -7.0% | -5.8% |
| 30D | -2.5% | +0.4% | -2.9% | -2.8% |
| 3M | +6.7% | -0.6% | +7.3% | +6.1% |
| 6M | +17.6% | +14.7% | +2.9% | +9.3% |
| YTD | +17.3% | +18.0% | -0.7% | +6.6% |
| 1Y | +23.5% | +4.1% | +19.4% | +18.4% |
| 3Y | +384.6% | -4.6% | +389.2% | +361.8% |
| 5Y | +875.4% | +18.4% | +857.0% | +681.5% |
| All | +14,546.7% | +86.5% | +14,460.2% | +9,146.4% |
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