-23.1%
DASH vs YUM
+0.2%
-23.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.8% | -1.1% |
| 7D | -12.8% | -3.6% | -9.3% | -12.1% |
| 30D | -6.0% | +0.4% | -6.4% | -5.9% |
| 3M | +26.7% | -3.8% | +30.5% | +27.8% |
| 6M | +11.7% | -8.3% | +20.0% | +12.4% |
| YTD | -12.9% | -2.6% | -10.3% | -12.0% |
| 1Y | -23.1% | +1.5% | -24.6% | -21.6% |
| All | -23.1% | +0.2% | -23.4% | -21.6% |
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