+1,285.8%
WDC vs YUM
+17.9%
+1,268.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.1% | -0.9% | -2.7% |
| 7D | -4.3% | -6.1% | +1.8% | -3.7% |
| 30D | -1.5% | -5.8% | +4.3% | -1.0% |
| 3M | -15.5% | -7.6% | -7.9% | -14.9% |
| 6M | +66.5% | -9.1% | +75.6% | +68.3% |
| YTD | +159.9% | -5.5% | +165.4% | +161.2% |
| 1Y | +366.0% | -3.7% | +369.7% | +367.5% |
| 3Y | +1,285.8% | +17.8% | +1,268.0% | +1,151.7% |
| All | +1,285.8% | +17.9% | +1,268.0% | +1,151.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling