+3,487.6%
ADI vs YUM
+4,124.8%
-637.2%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +2.9% | +1.5% |
| 7D | +2.6% | -3.6% | +6.2% | +4.1% |
| 30D | -4.6% | +0.4% | -5.0% | -5.1% |
| 3M | -9.5% | -3.8% | -5.7% | -8.8% |
| 6M | +14.8% | -8.3% | +23.1% | +17.7% |
| YTD | +35.8% | -2.6% | +38.5% | +35.6% |
| 1Y | +48.9% | +1.5% | +47.4% | +45.4% |
| 3Y | +115.6% | +21.6% | +94.0% | +93.6% |
| 5Y | +135.1% | +23.5% | +111.6% | +110.2% |
| 10Y | +636.4% | +178.9% | +457.5% | +368.4% |
| All | +3,487.6% | +4,124.8% | -637.2% | +704.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling