+113.0%
NVTS vs YUM
+5.7%
+107.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.2% | +7.5% | +5.4% |
| 7D | +2.7% | -2.0% | +4.7% | +1.2% |
| 30D | -4.5% | -1.1% | -3.4% | -5.2% |
| 3M | -61.5% | +1.8% | -63.3% | -60.3% |
| 6M | +28.0% | -4.7% | +32.7% | +27.0% |
| YTD | +65.3% | +0.6% | +64.7% | +70.1% |
| 1Y | +113.0% | +6.4% | +106.6% | +142.2% |
| All | +113.0% | +5.7% | +107.3% | +142.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling