+11.8%
NOW vs YUM
+23.7%
-11.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.8% | -4.2% | -4.9% |
| 7D | -6.1% | -1.7% | -4.4% | -5.9% |
| 30D | +7.5% | -0.8% | +8.3% | +7.5% |
| 3M | +17.5% | +1.5% | +16.1% | +17.5% |
| 6M | +7.9% | -6.1% | +14.0% | +8.6% |
| YTD | -12.4% | -0.2% | -12.2% | -13.1% |
| 1Y | -28.6% | +2.5% | -31.0% | -29.6% |
| 3Y | +11.8% | +24.6% | -12.8% | +5.6% |
| All | +11.8% | +23.7% | -11.9% | +5.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling