+32.5%
MPWR vs YUM
+15.9%
+16.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +5.9% | -11.0% | -3.5% |
| 7D | +4.1% | +10.8% | -6.6% | +7.0% |
| 30D | -14.8% | +21.4% | -36.2% | -10.7% |
| 3M | -5.4% | +13.2% | -18.6% | -2.1% |
| 6M | -19.6% | +8.8% | -28.4% | -17.1% |
| YTD | +39.8% | +11.5% | +28.3% | +45.5% |
| 1Y | +32.5% | +13.4% | +19.2% | +39.1% |
| All | +32.5% | +15.9% | +16.6% | +39.1% |
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