+1,735.1%
PLTR vs MDLZ
+25.6%
+1,709.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.3% | -4.2% | -4.5% |
| 7D | -6.4% | -1.7% | -4.7% | -6.5% |
| 30D | +10.0% | -2.1% | +12.1% | +9.9% |
| 3M | +23.0% | +1.3% | +21.7% | +23.1% |
| 6M | +13.8% | +6.2% | +7.6% | +14.2% |
| YTD | -1.9% | +15.8% | -17.7% | -1.6% |
| 1Y | +11.6% | +4.1% | +7.5% | +12.1% |
| 3Y | +1,048.4% | -4.1% | +1,052.5% | +1,059.3% |
| 5Y | +554.4% | +13.4% | +541.0% | +544.1% |
| All | +1,735.1% | +25.6% | +1,709.5% | +1,706.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling