+19.2%
IAU vs YUM
-2.1%
+21.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +0.7% |
| 7D | -2.0% | -6.1% | +4.0% | -1.6% |
| 30D | -1.5% | -5.8% | +4.3% | -1.2% |
| 3M | +3.3% | -7.6% | +10.9% | +3.7% |
| 6M | -16.2% | -9.1% | -7.1% | -15.4% |
| YTD | +0.7% | -5.5% | +6.2% | +1.4% |
| 1Y | +19.2% | -3.7% | +22.9% | +22.7% |
| All | +19.2% | -2.1% | +21.3% | +22.7% |
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 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