+349.8%
WELL vs YUM
+171.3%
+178.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | +1.1% |
| 7D | -0.2% | -6.1% | +5.8% | +3.3% |
| 30D | +2.3% | -5.8% | +8.2% | +5.6% |
| 3M | +12.3% | -7.6% | +19.9% | +16.7% |
| 6M | +15.6% | -9.1% | +24.7% | +20.9% |
| YTD | +28.3% | -5.5% | +33.8% | +30.7% |
| 1Y | +41.9% | -3.7% | +45.6% | +42.2% |
| 3Y | +198.3% | +17.8% | +180.5% | +157.4% |
| 5Y | +206.4% | +19.3% | +187.1% | +157.9% |
| All | +349.8% | +171.3% | +178.5% | +160.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling