+74.8%
ENTG vs YUM
+5.7%
+69.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.2% | +7.4% | +6.0% |
| 7D | +2.8% | -2.0% | +4.9% | +2.5% |
| 30D | -4.7% | -1.1% | -3.6% | -5.1% |
| 3M | -0.7% | +1.8% | -2.5% | -1.9% |
| 6M | +7.7% | -4.7% | +12.5% | +8.0% |
| YTD | +65.1% | +0.6% | +64.5% | +65.5% |
| 1Y | +74.8% | +6.4% | +68.4% | +82.8% |
| All | +74.8% | +5.7% | +69.1% | +82.8% |
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