+161.2%
PANW vs MDLZ
-2.9%
+164.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -0.8% | +1.9% | -2.7% | -0.4% |
| 30D | -14.6% | +0.4% | -15.0% | -14.4% |
| 3M | +18.3% | -0.6% | +18.9% | +18.6% |
| 6M | +100.5% | +14.7% | +85.8% | +103.5% |
| YTD | +79.5% | +18.0% | +61.5% | +82.1% |
| 1Y | +66.7% | +4.1% | +62.6% | +69.1% |
| 3Y | +161.2% | -4.6% | +165.8% | +159.8% |
| All | +161.2% | -2.9% | +164.1% | +159.8% |
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