+88.6%
TGT vs YUM
+15.9%
+72.7%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +5.9% | -0.3% | +4.0% |
| 7D | +9.5% | +10.8% | -1.3% | +6.8% |
| 30D | +6.6% | +21.4% | -14.8% | +2.3% |
| 3M | +11.0% | +13.2% | -2.2% | +7.9% |
| 6M | +29.9% | +8.8% | +21.1% | +26.2% |
| YTD | +71.4% | +11.5% | +59.9% | +61.8% |
| 1Y | +88.6% | +13.4% | +75.2% | +76.1% |
| All | +88.6% | +15.9% | +72.7% | +76.1% |
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 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