+2,396.1%
MUU vs YUM
+9.0%
+2,387.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +1.0% | -1.5% |
| 7D | -8.2% | -6.1% | -2.2% | -9.4% |
| 30D | +10.2% | -5.8% | +16.0% | +8.7% |
| 3M | -26.5% | -7.6% | -18.9% | -27.4% |
| 6M | +227.2% | -9.1% | +236.4% | +224.7% |
| YTD | +527.4% | -5.5% | +532.9% | +516.0% |
| 1Y | +1,843.7% | -3.7% | +1,847.4% | +1,806.7% |
| All | +2,396.1% | +9.0% | +2,387.1% | +2,347.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling