+73.3%
PANW vs YUM
+5.7%
+67.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | -0.1% |
| 7D | -10.3% | -2.0% | -8.3% | -11.1% |
| 30D | -8.1% | -1.1% | -7.0% | -8.3% |
| 3M | +19.3% | +1.8% | +17.6% | +20.5% |
| 6M | +110.2% | -4.7% | +114.9% | +107.6% |
| YTD | +80.9% | +0.6% | +80.4% | +80.6% |
| 1Y | +73.3% | +6.4% | +66.9% | +76.2% |
| All | +73.3% | +5.7% | +67.6% | +76.2% |
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