+1,726.2%
BE vs YUM
+17.9%
+1,708.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -2.1% | +8.8% | +6.6% |
| 7D | +9.0% | -6.1% | +15.1% | +8.9% |
| 30D | +16.3% | -5.8% | +22.1% | +16.2% |
| 3M | +10.8% | -7.6% | +18.4% | +10.7% |
| 6M | +73.2% | -9.1% | +82.3% | +73.3% |
| YTD | +217.4% | -5.5% | +222.9% | +217.3% |
| 1Y | +309.8% | -3.7% | +313.5% | +312.8% |
| 3Y | +1,726.2% | +17.8% | +1,708.4% | +1,430.5% |
| All | +1,726.2% | +17.9% | +1,708.3% | +1,430.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling