-49.7%
INTU vs YUM
+5.7%
-55.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.2% | -2.2% | -3.4% |
| 7D | -7.1% | -2.0% | -5.0% | -7.1% |
| 30D | +1.5% | -1.1% | +2.5% | +1.5% |
| 3M | +10.7% | +1.8% | +8.9% | +11.4% |
| 6M | -23.8% | -4.7% | -19.1% | -23.7% |
| YTD | -49.3% | +0.6% | -49.9% | -49.3% |
| 1Y | -49.7% | +6.4% | -56.1% | -49.2% |
| All | -49.7% | +5.7% | -55.3% | -49.2% |
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