+149.0%
MPWR vs YUM
+21.6%
+127.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -1.0% |
| 7D | -2.3% | -5.2% | +2.9% | +0.7% |
| 30D | -15.4% | -0.1% | -15.3% | -15.8% |
| 3M | -19.4% | -4.3% | -15.1% | -18.7% |
| 6M | +12.7% | -8.7% | +21.5% | +16.7% |
| YTD | +31.3% | -3.5% | +34.8% | +30.0% |
| 1Y | +39.7% | +0.5% | +39.2% | +32.1% |
| 3Y | +142.2% | +20.5% | +121.7% | +82.8% |
| 5Y | +149.0% | +21.8% | +127.2% | +80.0% |
| All | +149.0% | +21.6% | +127.4% | +80.0% |
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