+1,707.5%
AMAT vs YUM
+174.3%
+1,533.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.6% | +0.6% |
| 7D | +6.9% | -3.6% | +10.5% | +9.2% |
| 30D | -10.1% | +0.4% | -10.5% | -10.7% |
| 3M | -6.0% | -3.8% | -2.2% | -5.0% |
| 6M | +38.6% | -8.3% | +46.9% | +43.3% |
| YTD | +83.1% | -2.6% | +85.7% | +81.1% |
| 1Y | +188.3% | +1.5% | +186.8% | +174.0% |
| 3Y | +225.3% | +21.6% | +203.8% | +163.7% |
| 5Y | +262.0% | +23.5% | +238.5% | +189.6% |
| 10Y | +1,707.5% | +178.9% | +1,528.5% | +761.7% |
| All | +1,707.5% | +174.3% | +1,533.1% | +761.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling