+62.2%
PANW vs YUM
+15.9%
+46.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.9% | -6.5% | +1.4% |
| 7D | -11.8% | +10.8% | -22.5% | -8.6% |
| 30D | -14.4% | +21.4% | -35.9% | -9.0% |
| 3M | -5.0% | +13.2% | -18.2% | -1.5% |
| 6M | +88.6% | +8.8% | +79.8% | +92.9% |
| YTD | +88.9% | +11.5% | +77.4% | +93.1% |
| 1Y | +62.2% | +13.4% | +48.9% | +66.2% |
| All | +62.2% | +15.9% | +46.3% | +66.2% |
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