-44.6%
INFY vs YUM
+19.0%
-63.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.1% | +3.6% | +2.0% |
| 7D | -5.4% | -6.1% | +0.7% | -3.8% |
| 30D | -9.9% | -5.8% | -4.0% | -8.4% |
| 3M | -4.6% | -7.6% | +3.1% | -2.7% |
| 6M | -18.5% | -9.1% | -9.3% | -16.6% |
| YTD | -36.5% | -5.5% | -31.0% | -36.0% |
| 1Y | -32.8% | -3.7% | -29.0% | -32.8% |
| 3Y | -32.2% | +17.8% | -50.0% | -38.3% |
| All | -44.6% | +19.0% | -63.6% | -50.9% |
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