+4,404.4%
DELL vs YUM
+171.3%
+4,233.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -2.1% | +14.1% | +12.9% |
| 7D | +8.2% | -6.1% | +14.3% | +11.1% |
| 30D | +17.1% | -5.8% | +22.9% | +19.8% |
| 3M | +45.2% | -7.6% | +52.8% | +49.2% |
| 6M | +286.8% | -9.1% | +295.9% | +297.4% |
| YTD | +354.8% | -5.5% | +360.3% | +357.3% |
| 1Y | +358.3% | -3.7% | +362.0% | +352.1% |
| 3Y | +724.9% | +17.8% | +707.1% | +603.1% |
| 5Y | +1,193.7% | +19.3% | +1,174.4% | +984.5% |
| All | +4,404.4% | +171.3% | +4,233.1% | +2,336.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling