+98.1%
NU vs YUM
+17.9%
+80.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.1% | -0.6% | -2.2% |
| 7D | -4.9% | -6.1% | +1.2% | -3.6% |
| 30D | +7.8% | -5.8% | +13.6% | +9.1% |
| 3M | +20.9% | -7.6% | +28.6% | +22.8% |
| 6M | +0.9% | -9.1% | +10.0% | +2.7% |
| YTD | -12.7% | -5.5% | -7.1% | -12.2% |
| 1Y | -6.4% | -3.7% | -2.7% | -6.4% |
| 3Y | +98.1% | +17.8% | +80.3% | +86.4% |
| All | +98.1% | +17.9% | +80.2% | +86.4% |
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