-55.4%
BSX vs YUM
+5.7%
-61.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +3.0% | +1.9% |
| 7D | +2.0% | -2.0% | +4.1% | +2.3% |
| 30D | +0.1% | -1.1% | +1.2% | +0.4% |
| 3M | -2.1% | +1.8% | -3.9% | -2.6% |
| 6M | -33.8% | -4.7% | -29.1% | -33.2% |
| YTD | -49.9% | +0.6% | -50.4% | -49.8% |
| 1Y | -55.4% | +6.4% | -61.8% | -55.8% |
| All | -55.4% | +5.7% | -61.1% | -55.8% |
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