+12.3%
QQQ vs MDLZ
+22.7%
-10.4%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.5% | -2.5% | +1.9% |
| 7D | -4.6% | +8.9% | -13.5% | -2.3% |
| 30D | -8.5% | +15.2% | -23.7% | -4.9% |
| 3M | -4.3% | +9.5% | -13.8% | -1.7% |
| 6M | +3.1% | +11.7% | -8.6% | +6.7% |
| YTD | +13.0% | +28.4% | -15.4% | +17.9% |
| 1Y | +12.3% | +24.4% | -12.2% | +16.8% |
| All | +12.3% | +22.7% | -10.4% | +16.8% |
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 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