+172.7%
SLV vs MDLZ
+17.0%
+155.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.3% | +1.0% | +2.2% |
| 7D | +2.8% | 0.0% | +2.8% | +2.8% |
| 30D | +2.2% | +1.4% | +0.8% | +2.1% |
| 3M | +2.9% | 0.0% | +2.9% | +2.8% |
| 6M | -22.4% | +9.1% | -31.6% | -23.5% |
| YTD | -5.7% | +17.9% | -23.7% | -7.8% |
| 1Y | +63.3% | +3.2% | +60.1% | +62.6% |
| 3Y | +189.0% | -2.5% | +191.5% | +189.0% |
| 5Y | +172.7% | +17.6% | +155.1% | +159.8% |
| All | +172.7% | +17.0% | +155.7% | +159.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling