+285.6%
MRVL vs YUM
+19.0%
+266.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.1% | +6.1% | +5.0% |
| 7D | +5.6% | -6.1% | +11.7% | +8.6% |
| 30D | +8.8% | -5.8% | +14.6% | +11.4% |
| 3M | -15.9% | -7.6% | -8.2% | -13.9% |
| 6M | +161.3% | -9.1% | +170.4% | +168.0% |
| YTD | +178.2% | -5.5% | +183.8% | +177.0% |
| 1Y | +255.3% | -3.7% | +259.0% | +244.7% |
| 3Y | +323.1% | +17.8% | +305.3% | +221.4% |
| All | +285.6% | +19.0% | +266.6% | +177.5% |
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