-8.6%
PATH vs MDLZ
+20.7%
-29.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | +0.1% |
| 7D | -2.7% | +0.1% | -2.8% | -2.7% |
| 30D | -3.7% | +10.0% | -13.7% | -0.1% |
| 3M | -13.8% | +7.1% | -20.8% | -11.3% |
| 6M | +20.3% | +9.8% | +10.5% | +24.9% |
| YTD | -20.8% | +26.6% | -47.5% | -3.7% |
| All | -8.6% | +20.7% | -29.3% | +12.6% |
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