+1,029.4%
MDB vs YUM
+118.7%
+910.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -1.0% | -2.1% |
| 7D | -1.8% | -6.1% | +4.3% | +1.2% |
| 30D | -17.3% | -5.8% | -11.4% | -15.1% |
| 3M | +2.2% | -7.6% | +9.8% | +5.4% |
| 6M | +33.9% | -9.1% | +43.0% | +38.4% |
| YTD | -13.7% | -5.5% | -8.2% | -13.1% |
| 1Y | +9.1% | -3.7% | +12.8% | +7.7% |
| 3Y | -8.1% | +17.8% | -25.9% | -22.6% |
| 5Y | -25.9% | +19.3% | -45.2% | -37.7% |
| All | +1,029.4% | +118.7% | +910.8% | +644.4% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 10y: compounded portfolio wealth divided by compounded YUM 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…
10y analysis · Full analysis span regression · 6 months rolling