+0.8%
NOW vs YUM
+22.4%
-21.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.4% | +0.1% | -1.2% |
| 7D | -4.1% | -3.6% | -0.5% | -2.5% |
| 30D | +2.9% | +0.4% | +2.5% | +2.6% |
| 3M | +22.6% | -3.8% | +26.4% | +24.3% |
| 6M | +7.5% | -8.3% | +15.8% | +10.8% |
| YTD | -14.4% | -2.6% | -11.8% | -15.5% |
| 1Y | -29.8% | +1.5% | -31.3% | -33.0% |
| 3Y | +9.2% | +21.6% | -12.3% | -13.6% |
| 5Y | +0.8% | +23.5% | -22.7% | -23.3% |
| All | +0.8% | +22.4% | -21.6% | -23.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling