+821.5%
YUM vs MUB
+74.1%
+747.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.1% | -0.5% |
| 7D | -5.2% | -1.2% | -4.0% | -4.6% |
| 30D | -0.1% | -2.8% | +2.7% | +1.4% |
| 3M | -4.3% | -3.1% | -1.2% | -2.7% |
| 6M | -8.7% | -2.9% | -5.9% | -7.3% |
| YTD | -3.5% | -2.0% | -1.5% | -2.4% |
| 1Y | +0.5% | 0.0% | +0.5% | +0.5% |
| 3Y | +20.5% | +7.4% | +13.1% | +16.6% |
| 5Y | +21.8% | +0.8% | +21.0% | +21.1% |
| 10Y | +176.5% | +16.7% | +159.8% | +163.9% |
| All | +821.5% | +74.1% | +747.4% | +692.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling