-9.6%
PATH vs MDLZ
+20.9%
-30.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.3% | -1.1% |
| 7D | -2.3% | +2.2% | -4.5% | -1.6% |
| 30D | -4.8% | +10.1% | -15.0% | -1.2% |
| 3M | -17.7% | +9.1% | -26.8% | -14.7% |
| 6M | +18.9% | +10.0% | +8.9% | +23.6% |
| YTD | -21.7% | +26.8% | -48.6% | -4.8% |
| 1Y | -9.6% | +22.5% | -32.1% | +11.4% |
| All | -9.6% | +20.9% | -30.5% | +11.4% |
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