+2,684.0%
SNDK vs MDLZ
+3.3%
+2,680.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.3% | +12.2% | +11.6% |
| 7D | +17.2% | -1.7% | +18.9% | +14.7% |
| 30D | +28.8% | -2.1% | +30.9% | +25.6% |
| 3M | -1.1% | +1.3% | -2.4% | +6.0% |
| 6M | +190.5% | +6.2% | +184.3% | +214.8% |
| YTD | +633.0% | +15.8% | +617.2% | +805.2% |
| 1Y | +2,684.0% | +4.1% | +2,679.9% | +2,899.0% |
| All | +2,684.0% | +3.3% | +2,680.7% | +2,899.0% |
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