+37.2%
MNST vs YUM
+0.9%
+36.3%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.8% |
| 7D | -2.2% | -5.2% | +2.9% | -1.1% |
| 30D | -5.4% | -0.1% | -5.3% | -5.2% |
| 3M | -5.5% | -4.3% | -1.2% | -4.6% |
| 6M | +12.4% | -8.7% | +21.1% | +14.4% |
| YTD | +12.4% | -3.5% | +15.9% | +13.4% |
| 1Y | +37.2% | +0.5% | +36.7% | +37.3% |
| All | +37.2% | +0.9% | +36.3% | +37.3% |
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