+514.0%
NOW vs YUM
+215.4%
+298.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.3% | +1.0% |
| 7D | +0.3% | +0.1% | +0.2% | +0.2% |
| 30D | -27.0% | +10.0% | -36.9% | -30.7% |
| 3M | -19.6% | +7.5% | -27.1% | -23.0% |
| 6M | +17.5% | +8.8% | +8.7% | +11.0% |
| YTD | -33.3% | +8.2% | -41.5% | -37.6% |
| 1Y | -39.8% | +9.8% | -49.7% | -44.4% |
| 3Y | -19.9% | +36.4% | -56.4% | -36.8% |
| 5Y | -26.1% | +41.7% | -67.7% | -42.9% |
| All | +514.0% | +215.4% | +298.5% | +186.1% |
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