-91.0%
SNDQ vs MDLZ
+21.7%
-112.7%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +3.5% | +11.8% | -0.8% |
| 7D | +66.1% | +8.9% | +57.2% | +17.3% |
| 30D | +122.5% | +15.2% | +107.3% | +24.0% |
| 3M | +11.6% | +9.5% | +2.1% | -26.7% |
| 6M | -82.2% | +11.7% | -93.9% | -85.7% |
| All | -91.0% | +21.7% | -112.7% | -93.3% |
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