-38.7%
NOW vs YUM
+15.9%
-54.6%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.9% | -6.2% | +0.9% |
| 7D | -27.5% | +10.8% | -38.3% | -25.7% |
| 30D | -20.0% | +21.4% | -41.5% | -17.2% |
| 3M | -7.9% | +13.2% | -21.1% | -5.9% |
| 6M | +18.3% | +8.8% | +9.5% | +20.8% |
| YTD | -29.0% | +11.5% | -40.5% | -26.3% |
| 1Y | -38.7% | +13.4% | -52.1% | -36.7% |
| All | -38.7% | +15.9% | -54.6% | -36.7% |
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