+10.3%
SLV vs MDLZ
+22.7%
-12.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +3.5% | +1.7% | +5.7% |
| 7D | -3.9% | +8.9% | -12.8% | -2.4% |
| 30D | -14.5% | +15.2% | -29.7% | -12.6% |
| 3M | -12.4% | +9.5% | -21.9% | -11.0% |
| 6M | -28.5% | +11.7% | -40.2% | -27.0% |
| YTD | -26.8% | +28.4% | -55.2% | -21.0% |
| 1Y | +10.3% | +24.4% | -14.1% | +18.7% |
| All | +10.3% | +22.7% | -12.3% | +18.7% |
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