+8,357.6%
INTU vs YUM
+4,229.6%
+4,128.0%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.8% | -3.3% | -3.8% |
| 7D | -7.5% | -1.7% | -5.9% | -6.9% |
| 30D | -1.9% | -0.8% | -1.1% | -1.7% |
| 3M | +4.9% | +1.5% | +3.4% | +3.9% |
| 6M | -33.2% | -6.1% | -27.1% | -31.9% |
| YTD | -51.4% | -0.2% | -51.2% | -52.0% |
| 1Y | -52.0% | +2.5% | -54.5% | -53.3% |
| 3Y | -40.7% | +24.6% | -65.3% | -47.8% |
| 5Y | -41.7% | +25.7% | -67.4% | -48.4% |
| 10Y | +211.1% | +179.7% | +31.4% | +97.0% |
| All | +8,357.6% | +4,229.6% | +4,128.0% | +1,610.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling