+719.8%
MU vs YUM
+5.7%
+714.1%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.2% | +7.3% | +5.4% |
| 7D | +9.0% | -2.0% | +11.0% | +7.8% |
| 30D | +13.8% | -1.1% | +14.9% | +12.7% |
| 3M | +2.1% | +1.8% | +0.3% | +4.5% |
| 6M | +153.8% | -4.7% | +158.5% | +153.2% |
| YTD | +256.4% | +0.6% | +255.8% | +269.3% |
| 1Y | +719.8% | +6.4% | +713.4% | +812.7% |
| All | +719.8% | +5.7% | +714.1% | +812.7% |
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