-1.6%
MDLN vs YUM
+12.0%
-13.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +5.9% | +12.4% | +16.1% |
| 7D | +24.7% | +10.8% | +13.9% | +21.3% |
| 30D | +12.7% | +21.4% | -8.7% | +8.0% |
| 3M | -4.0% | +13.2% | -17.2% | -6.8% |
| 6M | -8.7% | +8.8% | -17.5% | -10.2% |
| YTD | -3.9% | +11.5% | -15.5% | -3.0% |
| All | -1.6% | +12.0% | -13.6% | -0.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling