+15.1%
TEAM vs MDLZ
+22.7%
-7.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.5% | -4.1% | +0.2% |
| 7D | -13.7% | +8.9% | -22.6% | -11.9% |
| 30D | -3.4% | +15.2% | -18.6% | -0.5% |
| 3M | +72.1% | +9.5% | +62.6% | +76.0% |
| 6M | +103.8% | +11.7% | +92.1% | +108.2% |
| YTD | +17.1% | +28.4% | -11.3% | +34.4% |
| 1Y | +15.1% | +24.4% | -9.3% | +32.8% |
| All | +15.1% | +22.7% | -7.6% | +32.8% |
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 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