+10.6%
YUM vs MAS
+40.8%
-30.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.5% | -4.7% | -1.1% |
| 7D | +2.1% | +3.3% | -1.2% | +1.4% |
| 30D | +11.1% | +25.5% | -14.4% | +6.7% |
| 3M | +7.3% | +11.8% | -4.5% | +4.6% |
| 6M | +6.9% | +21.3% | -14.4% | +2.1% |
| YTD | +7.9% | +37.7% | -29.8% | -1.9% |
| All | +10.6% | +40.8% | -30.2% | -0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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