+2,981.5%
MUU vs YUM
+5.7%
+2,975.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.2% | +12.8% | +10.3% |
| 7D | +17.4% | -2.0% | +19.4% | +15.0% |
| 30D | +24.0% | -1.1% | +25.0% | +21.3% |
| 3M | -23.9% | +1.8% | -25.7% | -19.4% |
| 6M | +284.4% | -4.7% | +289.2% | +290.5% |
| YTD | +583.7% | +0.6% | +583.1% | +645.8% |
| 1Y | +2,981.5% | +6.4% | +2,975.1% | +3,812.3% |
| All | +2,981.5% | +5.7% | +2,975.8% | +3,812.3% |
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