+780.0%
NOW vs YUM
+177.1%
+602.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.5% |
| 7D | -9.9% | -5.2% | -4.7% | -7.5% |
| 30D | +2.8% | -0.1% | +2.9% | +2.8% |
| 3M | +23.7% | -4.3% | +28.0% | +25.9% |
| 6M | +12.5% | -8.7% | +21.2% | +16.3% |
| YTD | -14.4% | -3.5% | -10.9% | -14.8% |
| 1Y | -29.0% | +0.5% | -29.4% | -31.5% |
| 3Y | +9.3% | +20.5% | -11.2% | -7.8% |
| 5Y | +1.2% | +21.8% | -20.6% | -15.2% |
| All | +780.0% | +177.1% | +602.9% | +352.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling