+73.3%
PANW vs MDLZ
+3.3%
+70.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.3% |
| 7D | -10.3% | -1.7% | -8.6% | -11.0% |
| 30D | -8.1% | -2.1% | -6.0% | -8.8% |
| 3M | +19.3% | +1.3% | +18.0% | +20.7% |
| 6M | +110.2% | +6.2% | +104.0% | +116.1% |
| YTD | +80.9% | +15.8% | +65.1% | +90.1% |
| 1Y | +73.3% | +4.1% | +69.1% | +78.5% |
| All | +73.3% | +3.3% | +70.0% | +78.5% |
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 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