+13.4%
YUM vs MUB
+0.1%
+13.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.4% | +5.5% | +5.4% |
| 7D | +10.8% | +0.6% | +10.2% | +10.0% |
| 30D | +21.4% | +3.2% | +18.2% | +17.5% |
| 3M | +13.2% | -1.1% | +14.2% | +15.1% |
| 6M | +8.8% | -1.1% | +9.9% | +10.9% |
| YTD | +11.5% | -0.5% | +12.0% | +14.0% |
| 1Y | +13.4% | 0.0% | +13.4% | +15.3% |
| All | +13.4% | +0.1% | +13.3% | +15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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