+0.5%
RGTI vs MDLZ
+3.3%
-2.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | 0.0% |
| 7D | -2.5% | -1.7% | -0.8% | -3.6% |
| 30D | -9.4% | -2.1% | -7.3% | -10.5% |
| 3M | -37.1% | +1.3% | -38.4% | -35.9% |
| 6M | -14.4% | +6.2% | -20.6% | -12.3% |
| YTD | -31.4% | +15.8% | -47.2% | -29.7% |
| 1Y | +0.5% | +4.1% | -3.6% | +8.3% |
| All | +0.5% | +3.3% | -2.7% | +8.3% |
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