+156.2%
MPWR vs YUM
+40.9%
+115.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.2% | -5.2% | -4.5% |
| 7D | +16.8% | +0.1% | +16.7% | +16.7% |
| 30D | +11.9% | +10.0% | +1.9% | +5.8% |
| 3M | +2.2% | +7.5% | -5.3% | -2.7% |
| 6M | -15.5% | +8.8% | -24.3% | -21.5% |
| YTD | +54.2% | +8.2% | +46.0% | +42.3% |
| 1Y | +51.5% | +9.8% | +41.6% | +37.7% |
| 3Y | +180.2% | +36.4% | +143.8% | +94.9% |
| All | +156.2% | +40.9% | +115.3% | +65.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling