+79.3%
ADI vs YUM
+15.9%
+63.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +5.9% | -9.2% | -2.5% |
| 7D | -5.1% | +10.8% | -15.9% | -4.1% |
| 30D | -3.1% | +21.4% | -24.5% | -1.4% |
| 3M | +7.1% | +13.2% | -6.0% | +8.5% |
| 6M | +2.9% | +8.8% | -5.9% | +4.3% |
| YTD | +51.1% | +11.5% | +39.6% | +53.5% |
| 1Y | +79.3% | +13.4% | +66.0% | +82.7% |
| All | +79.3% | +15.9% | +63.4% | +82.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling