+260.6%
SNDU vs YUM
-2.6%
+263.2%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -1.2% | +24.8% | +21.8% |
| 7D | +35.2% | -2.0% | +37.2% | +31.6% |
| 30D | +50.8% | -1.1% | +51.9% | +47.3% |
| 3M | -43.2% | +1.8% | -44.9% | -35.5% |
| All | +260.6% | -2.6% | +263.2% | +268.8% |
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 · Available span rolling