+376.3%
AMD vs YUM
+26.6%
+349.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.8% | +6.7% | +6.3% |
| 7D | +10.0% | -1.7% | +11.7% | +10.9% |
| 30D | +4.6% | -0.8% | +5.5% | +4.7% |
| 3M | +3.1% | +1.5% | +1.7% | +1.0% |
| 6M | +162.8% | -6.1% | +168.9% | +167.7% |
| YTD | +136.2% | -0.2% | +136.4% | +129.2% |
| 1Y | +234.0% | +2.5% | +231.5% | +212.4% |
| 3Y | +376.7% | +24.6% | +352.1% | +254.0% |
| 5Y | +376.3% | +25.7% | +350.7% | +241.1% |
| All | +376.3% | +26.6% | +349.8% | +241.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling