-14.8%
PYPL vs MDLZ
-2.9%
-11.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.3% | -3.2% | -2.2% |
| 7D | -4.3% | 0.0% | -4.3% | -4.3% |
| 30D | -11.5% | +1.4% | -12.9% | -11.8% |
| 3M | +26.1% | 0.0% | +26.1% | +25.8% |
| 6M | +13.7% | +9.1% | +4.5% | +11.0% |
| YTD | -9.8% | +17.9% | -27.8% | -14.0% |
| 1Y | -22.1% | +3.2% | -25.3% | -23.1% |
| All | -14.8% | -2.9% | -11.9% | -17.1% |
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