+1,660.3%
PLTR vs MDLZ
+28.0%
+1,632.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.9% | +0.8% |
| 7D | -4.1% | +1.9% | -6.0% | -4.0% |
| 30D | -2.2% | +0.4% | -2.6% | -2.2% |
| 3M | +27.6% | -0.6% | +28.2% | +27.5% |
| 6M | +10.3% | +14.7% | -4.4% | +10.9% |
| YTD | -5.9% | +18.0% | -23.9% | -5.5% |
| 1Y | +1.7% | +4.1% | -2.4% | +2.3% |
| 3Y | +959.1% | -4.6% | +963.7% | +975.3% |
| 5Y | +536.3% | +18.4% | +518.0% | +535.5% |
| All | +1,660.3% | +28.0% | +1,632.4% | +1,634.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling