+51.5%
MPWR vs YUM
+9.4%
+42.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.2% | -5.2% | -3.6% |
| 7D | +16.8% | +0.1% | +16.7% | +16.9% |
| 30D | +11.9% | +10.0% | +1.9% | +14.7% |
| 3M | +2.2% | +7.5% | -5.3% | +4.6% |
| 6M | -15.5% | +8.8% | -24.3% | -13.9% |
| YTD | +54.2% | +8.2% | +46.0% | +59.3% |
| 1Y | +51.5% | +9.8% | +41.6% | +57.7% |
| All | +51.5% | +9.4% | +42.1% | +57.7% |
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 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