+95.7%
QQQ vs YUM
+19.0%
+76.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.1% | +3.0% | +1.6% |
| 7D | -0.6% | -6.1% | +5.5% | +1.7% |
| 30D | -1.2% | -5.8% | +4.6% | +0.8% |
| 3M | -0.2% | -7.6% | +7.4% | +2.1% |
| 6M | +17.9% | -9.1% | +27.1% | +21.1% |
| YTD | +16.6% | -5.5% | +22.2% | +17.3% |
| 1Y | +23.0% | -3.7% | +26.7% | +21.9% |
| 3Y | +92.9% | +17.8% | +75.2% | +64.7% |
| All | +95.7% | +19.0% | +76.8% | +59.3% |
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