+62,978.6%
NVDA vs MDLZ
+453.0%
+62,525.6%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.6% | -2.3% |
| 7D | +3.8% | 0.0% | +3.8% | +3.8% |
| 30D | +0.8% | -1.6% | +2.4% | +1.4% |
| 3M | +8.2% | +0.9% | +7.3% | +6.4% |
| 6M | +27.1% | +7.3% | +19.8% | +20.4% |
| YTD | +21.2% | +16.4% | +4.7% | +9.1% |
| 1Y | +34.3% | +3.0% | +31.3% | +28.1% |
| 3Y | +396.3% | -3.7% | +400.0% | +364.9% |
| 5Y | +913.8% | +15.6% | +898.2% | +745.4% |
| 10Y | +14,572.5% | +79.0% | +14,493.5% | +9,361.4% |
| All | +62,978.6% | +453.0% | +62,525.6% | +18,148.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling