+1,010.1%
MDB vs YUM
+130.9%
+879.2%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.8% | -2.7% | -3.1% |
| 7D | -18.0% | -1.7% | -16.4% | -17.3% |
| 30D | -10.7% | -0.8% | -9.9% | -10.8% |
| 3M | +1.0% | +1.5% | -0.5% | -0.6% |
| 6M | +31.6% | -6.1% | +37.7% | +34.0% |
| YTD | -15.2% | -0.2% | -14.9% | -16.8% |
| 1Y | +10.1% | +2.5% | +7.6% | +5.4% |
| 3Y | -5.6% | +24.6% | -30.2% | -22.6% |
| 5Y | -24.5% | +25.7% | -50.2% | -38.1% |
| All | +1,010.1% | +130.9% | +879.2% | +612.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling