+1,008.9%
BE vs YUM
+122.9%
+886.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.8% | +10.4% | +10.3% |
| 7D | +29.8% | -1.7% | +31.4% | +31.5% |
| 30D | +26.4% | -0.8% | +27.2% | +26.8% |
| 3M | +9.3% | +1.5% | +7.9% | +6.0% |
| 6M | +105.1% | -6.1% | +111.2% | +111.4% |
| YTD | +219.0% | -0.2% | +219.3% | +207.7% |
| 1Y | +418.8% | +2.5% | +416.3% | +371.6% |
| 3Y | +1,784.6% | +24.6% | +1,760.0% | +1,189.3% |
| 5Y | +1,251.0% | +25.7% | +1,225.3% | +811.5% |
| All | +1,008.9% | +122.9% | +886.0% | +135.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling