+234.4%
AMD vs YUM
+0.2%
+234.2%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.4% | +5.5% | +2.0% |
| 7D | +14.0% | -3.6% | +17.6% | +12.4% |
| 30D | +11.0% | +0.4% | +10.6% | +11.2% |
| 3M | +9.6% | -3.8% | +13.4% | +8.6% |
| 6M | +157.1% | -8.3% | +165.4% | +149.3% |
| YTD | +143.3% | -2.6% | +146.0% | +148.0% |
| 1Y | +234.4% | +1.5% | +232.9% | +250.5% |
| All | +234.4% | +0.2% | +234.2% | +250.5% |
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