+1,003.0%
BE vs YUM
+111.1%
+891.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -2.1% | +8.8% | +8.4% |
| 7D | +9.0% | -6.1% | +15.1% | +14.8% |
| 30D | +16.3% | -5.8% | +22.1% | +21.4% |
| 3M | +10.8% | -7.6% | +18.4% | +16.2% |
| 6M | +73.2% | -9.1% | +82.3% | +83.4% |
| YTD | +217.4% | -5.5% | +222.9% | +220.1% |
| 1Y | +309.8% | -3.7% | +313.5% | +292.6% |
| 3Y | +1,726.2% | +17.8% | +1,708.4% | +1,209.3% |
| 5Y | +1,306.2% | +19.3% | +1,286.9% | +889.8% |
| All | +1,003.0% | +111.1% | +891.9% | +145.1% |
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 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