+206.5%
WELL vs YUM
+21.6%
+184.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.3% |
| 7D | -2.2% | -5.2% | +3.0% | -0.2% |
| 30D | +4.7% | -0.1% | +4.8% | +4.6% |
| 3M | +11.9% | -4.3% | +16.2% | +13.4% |
| 6M | +14.3% | -8.7% | +23.0% | +17.8% |
| YTD | +28.4% | -3.5% | +31.9% | +29.0% |
| 1Y | +42.3% | +0.5% | +41.8% | +40.2% |
| 3Y | +202.6% | +20.5% | +182.0% | +170.0% |
| 5Y | +206.5% | +21.8% | +184.7% | +162.7% |
| All | +206.5% | +21.6% | +184.9% | +162.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling