+16,489.1%
MPWR vs YUM
+1,426.2%
+15,062.8%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.2% | -5.2% | -4.6% |
| 7D | +16.8% | +0.1% | +16.7% | +16.7% |
| 30D | +11.9% | +10.0% | +1.9% | +5.4% |
| 3M | +2.2% | +7.5% | -5.3% | -3.3% |
| 6M | -15.5% | +8.8% | -24.3% | -21.6% |
| YTD | +54.2% | +8.2% | +46.0% | +42.7% |
| 1Y | +51.5% | +9.8% | +41.6% | +38.5% |
| 3Y | +180.2% | +36.4% | +143.8% | +120.1% |
| 5Y | +156.8% | +41.7% | +115.1% | +100.1% |
| 10Y | +1,801.1% | +217.5% | +1,583.6% | +837.3% |
| All | +16,489.1% | +1,426.2% | +15,062.8% | +3,615.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling