+250.7%
HOOD vs YUM
+30.8%
+219.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -1.6% |
| 7D | +17.1% | -2.0% | +19.2% | +18.2% |
| 30D | +31.6% | -1.1% | +32.7% | +31.9% |
| 3M | +38.2% | +1.8% | +36.5% | +35.7% |
| 6M | +48.5% | -4.7% | +53.3% | +49.9% |
| YTD | +8.0% | +0.6% | +7.4% | +4.2% |
| 1Y | +18.7% | +6.4% | +12.3% | +8.5% |
| 3Y | +999.1% | +22.6% | +976.5% | +762.7% |
| 5Y | +181.7% | +26.0% | +155.7% | +108.0% |
| All | +250.7% | +30.8% | +219.8% | +154.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling