+2,771.1%
NOW vs YUM
+332.8%
+2,438.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.8% | -2.4% |
| 7D | -2.4% | -2.0% | -0.3% | -1.4% |
| 30D | +20.5% | -1.1% | +21.6% | +20.8% |
| 3M | +18.3% | +1.8% | +16.6% | +16.7% |
| 6M | +24.1% | -4.7% | +28.8% | +25.4% |
| YTD | -7.8% | +0.6% | -8.4% | -9.8% |
| 1Y | -21.4% | +6.4% | -27.8% | -25.7% |
| 3Y | +19.5% | +22.6% | -3.1% | +3.2% |
| 5Y | +4.1% | +26.0% | -21.9% | -11.0% |
| 10Y | +826.4% | +174.6% | +651.8% | +457.1% |
| All | +2,771.1% | +332.8% | +2,438.3% | +1,396.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling