+248.8%
NBIS vs YUM
+5.7%
+243.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.2% | +8.7% | +6.8% |
| 7D | +8.2% | -2.0% | +10.3% | +7.0% |
| 30D | +3.4% | -1.1% | +4.5% | +1.1% |
| 3M | -12.8% | +1.8% | -14.6% | -11.2% |
| 6M | +131.5% | -4.7% | +136.3% | +123.5% |
| YTD | +170.5% | +0.6% | +169.9% | +182.8% |
| 1Y | +248.8% | +6.4% | +242.4% | +336.8% |
| All | +248.8% | +5.7% | +243.1% | +336.8% |
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