+17.8%
YUM vs MDY
+48.5%
-30.7%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.9% | -2.3% |
| 7D | -6.1% | -1.9% | -4.2% | -5.5% |
| 30D | -5.8% | -4.6% | -1.2% | -4.5% |
| 3M | -7.6% | -1.2% | -6.4% | -7.4% |
| 6M | -9.1% | +9.2% | -18.4% | -12.1% |
| YTD | -5.5% | +13.1% | -18.6% | -9.8% |
| 1Y | -3.7% | +13.0% | -16.7% | -8.2% |
| 3Y | +17.8% | +49.2% | -31.4% | -1.9% |
| All | +17.8% | +48.5% | -30.7% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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