-57.1%
SOUN vs YUM
-2.1%
-55.0%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | -0.7% |
| 7D | -7.1% | -6.1% | -1.1% | -8.1% |
| 30D | -15.4% | -5.8% | -9.6% | -16.3% |
| 3M | -10.6% | -7.6% | -2.9% | -11.7% |
| 6M | -19.6% | -9.1% | -10.5% | -20.0% |
| YTD | -37.2% | -5.5% | -31.7% | -35.2% |
| 1Y | -57.1% | -3.7% | -53.4% | -52.8% |
| All | -57.1% | -2.1% | -55.0% | -52.8% |
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 · 6 months rolling