-4.9%
EQT vs YUM
+15.9%
-20.8%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +5.9% | -9.1% | -2.8% |
| 7D | -6.6% | +10.8% | -17.3% | -6.0% |
| 30D | +2.7% | +21.4% | -18.7% | +3.5% |
| 3M | -0.2% | +13.2% | -13.3% | +0.2% |
| 6M | -10.6% | +8.8% | -19.4% | -10.1% |
| YTD | -1.2% | +11.5% | -12.7% | -1.0% |
| 1Y | -4.9% | +13.4% | -18.2% | -4.2% |
| All | -4.9% | +15.9% | -20.8% | -4.2% |
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