-32.2%
INFY vs YUM
+17.9%
-50.1%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.1% | +3.6% | +1.8% |
| 7D | -5.4% | -6.1% | +0.7% | -4.5% |
| 30D | -9.9% | -5.8% | -4.0% | -9.0% |
| 3M | -4.6% | -7.6% | +3.1% | -3.4% |
| 6M | -18.5% | -9.1% | -9.3% | -17.3% |
| YTD | -36.5% | -5.5% | -31.0% | -36.2% |
| 1Y | -32.8% | -3.7% | -29.0% | -32.6% |
| 3Y | -32.2% | +17.8% | -50.0% | -37.4% |
| All | -32.2% | +17.9% | -50.1% | -37.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling