-13.5%
WDAY vs YUM
+15.9%
-29.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +5.9% | -4.0% | +1.4% |
| 7D | -1.2% | +10.8% | -12.0% | -2.1% |
| 30D | +6.8% | +21.4% | -14.6% | +5.2% |
| 3M | +17.8% | +13.2% | +4.7% | +16.8% |
| 6M | +57.8% | +8.8% | +49.0% | +57.5% |
| YTD | -6.0% | +11.5% | -17.6% | -7.5% |
| 1Y | -13.5% | +13.4% | -26.9% | -15.3% |
| All | -13.5% | +15.9% | -29.5% | -15.3% |
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