+740.1%
TEAM vs YUM
+235.0%
+505.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.8% | -6.1% | -6.6% |
| 7D | -5.7% | -1.7% | -4.0% | -4.9% |
| 30D | +18.3% | -0.8% | +19.2% | +18.5% |
| 3M | +80.2% | +1.5% | +78.8% | +77.6% |
| 6M | +111.0% | -6.1% | +117.1% | +114.3% |
| YTD | +8.8% | -0.2% | +9.0% | +6.3% |
| 1Y | +2.2% | +2.5% | -0.3% | -2.2% |
| 3Y | -14.6% | +24.6% | -39.2% | -28.1% |
| 5Y | -53.8% | +25.7% | -79.4% | -61.2% |
| 10Y | +475.2% | +179.7% | +295.5% | +214.1% |
| All | +740.1% | +235.0% | +505.1% | +291.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling