+384.6%
NVDA vs MDLZ
-2.9%
+387.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | -0.1% |
| 7D | -5.1% | +1.9% | -7.0% | -4.4% |
| 30D | -2.5% | +0.4% | -2.9% | -2.2% |
| 3M | +6.7% | -0.6% | +7.3% | +7.1% |
| 6M | +17.6% | +14.7% | +2.9% | +25.4% |
| YTD | +17.3% | +18.0% | -0.7% | +27.2% |
| 1Y | +23.5% | +4.1% | +19.4% | +27.4% |
| 3Y | +384.6% | -4.6% | +389.2% | +395.0% |
| All | +384.6% | -2.9% | +387.5% | +395.0% |
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