+4,810.7%
WELL vs YUM
+4,229.6%
+581.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.7% |
| 7D | -1.3% | -1.7% | +0.3% | -0.8% |
| 30D | +0.5% | -0.8% | +1.3% | +0.7% |
| 3M | +19.1% | +1.5% | +17.6% | +18.2% |
| 6M | +17.0% | -6.1% | +23.1% | +19.0% |
| YTD | +29.2% | -0.2% | +29.4% | +28.6% |
| 1Y | +42.1% | +2.5% | +39.7% | +39.9% |
| 3Y | +204.5% | +24.6% | +179.9% | +178.5% |
| 5Y | +211.0% | +25.7% | +185.3% | +182.2% |
| 10Y | +337.6% | +179.7% | +157.9% | +214.0% |
| All | +4,810.7% | +4,229.6% | +581.1% | +1,950.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling