+29.3%
V vs MDLZ
+22.7%
+6.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.5% | +0.4% | +3.1% |
| 7D | +9.0% | +8.9% | +0.1% | +7.2% |
| 30D | +18.1% | +15.2% | +2.9% | +15.1% |
| 3M | +18.3% | +9.5% | +8.8% | +16.3% |
| 6M | +34.1% | +11.7% | +22.4% | +31.0% |
| YTD | +25.2% | +28.4% | -3.2% | +22.5% |
| 1Y | +29.3% | +24.4% | +4.9% | +27.6% |
| All | +29.3% | +22.7% | +6.7% | +27.6% |
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