+103.6%
HAL vs YUM
+21.6%
+82.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.0% | -2.7% |
| 7D | -3.3% | -5.2% | +1.9% | -2.2% |
| 30D | +7.2% | -0.1% | +7.3% | +7.0% |
| 3M | -8.8% | -4.3% | -4.5% | -8.3% |
| 6M | +3.0% | -8.7% | +11.7% | +4.5% |
| YTD | +29.4% | -3.5% | +32.9% | +29.0% |
| 1Y | +62.8% | +0.5% | +62.4% | +60.2% |
| 3Y | -6.4% | +20.5% | -27.0% | -14.8% |
| 5Y | +103.6% | +21.8% | +81.8% | +77.9% |
| All | +103.6% | +21.6% | +82.0% | +77.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling