+366.0%
WDC vs YUM
-2.1%
+368.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.1% | -0.9% | -3.3% |
| 7D | -4.3% | -6.1% | +1.8% | -5.3% |
| 30D | -1.5% | -5.8% | +4.3% | -2.5% |
| 3M | -15.5% | -7.6% | -7.9% | -16.2% |
| 6M | +66.5% | -9.1% | +75.6% | +66.7% |
| YTD | +159.9% | -5.5% | +165.4% | +167.4% |
| 1Y | +366.0% | -3.7% | +369.7% | +427.7% |
| All | +366.0% | -2.1% | +368.1% | +427.7% |
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