+724.9%
DELL vs YUM
+17.9%
+707.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -2.1% | +14.1% | +11.9% |
| 7D | +8.2% | -6.1% | +14.3% | +8.0% |
| 30D | +17.1% | -5.8% | +22.9% | +16.8% |
| 3M | +45.2% | -7.6% | +52.8% | +44.6% |
| 6M | +286.8% | -9.1% | +295.9% | +285.7% |
| YTD | +354.8% | -5.5% | +360.3% | +353.3% |
| 1Y | +358.3% | -3.7% | +362.0% | +356.9% |
| 3Y | +724.9% | +17.8% | +707.1% | +680.4% |
| All | +724.9% | +17.9% | +707.0% | +680.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling