-54.1%
HUBS vs YUM
+15.9%
-70.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +5.9% | -10.1% | -4.9% |
| 7D | -13.0% | +10.8% | -23.7% | -14.3% |
| 30D | -1.8% | +21.4% | -23.2% | -4.5% |
| 3M | -13.0% | +13.2% | -26.1% | -14.7% |
| 6M | -12.4% | +8.8% | -21.2% | -13.4% |
| YTD | -46.0% | +11.5% | -57.6% | -47.5% |
| 1Y | -54.1% | +13.4% | -67.5% | -55.3% |
| All | -54.1% | +15.9% | -70.0% | -55.3% |
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