-75.7%
PATH vs YUM
+25.6%
-101.3%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.2% | -15.4% | -16.0% |
| 7D | -16.3% | -2.0% | -14.3% | -15.3% |
| 30D | +9.9% | -1.1% | +11.0% | +10.2% |
| 3M | +30.2% | +1.8% | +28.4% | +27.6% |
| 6M | +37.2% | -4.7% | +42.0% | +38.5% |
| YTD | -7.3% | +0.6% | -7.9% | -10.6% |
| 1Y | +40.0% | +6.4% | +33.6% | +26.3% |
| 3Y | -4.4% | +22.6% | -27.0% | -30.7% |
| All | -75.7% | +25.6% | -101.3% | -84.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling