-14.9%
DASH vs YUM
+5.7%
-20.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.2% | -3.4% | -4.4% |
| 7D | -10.6% | -2.0% | -8.5% | -10.2% |
| 30D | +2.2% | -1.1% | +3.2% | +2.3% |
| 3M | +32.3% | +1.8% | +30.5% | +32.3% |
| 6M | +19.1% | -4.7% | +23.9% | +19.2% |
| YTD | -6.5% | +0.6% | -7.1% | -6.2% |
| 1Y | -14.9% | +6.4% | -21.3% | -13.6% |
| All | -14.9% | +5.7% | -20.6% | -13.6% |
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 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