+27.6%
SCHD vs YUM
-2.1%
+29.7%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.1% | +2.5% | +0.6% |
| 7D | -2.0% | -6.1% | +4.1% | -1.2% |
| 30D | -0.4% | -5.8% | +5.4% | +0.3% |
| 3M | +5.7% | -7.6% | +13.4% | +6.8% |
| 6M | +11.9% | -9.1% | +21.0% | +13.3% |
| YTD | +26.4% | -5.5% | +32.0% | +26.8% |
| 1Y | +27.6% | -3.7% | +31.3% | +27.7% |
| All | +27.6% | -2.1% | +29.7% | +27.7% |
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