+982.6%
WMB vs YUM
+4,595.4%
-3,612.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.8% | -0.9% |
| 7D | +7.8% | +0.1% | +7.7% | +7.8% |
| 30D | -5.1% | +10.0% | -15.1% | -8.7% |
| 3M | -4.7% | +7.5% | -12.2% | -7.9% |
| 6M | -7.4% | +8.8% | -16.2% | -11.2% |
| YTD | +17.5% | +8.2% | +9.3% | +12.4% |
| 1Y | +19.5% | +9.8% | +9.6% | +13.5% |
| 3Y | +121.3% | +36.4% | +84.8% | +90.6% |
| 5Y | +200.5% | +41.7% | +158.8% | +152.5% |
| 10Y | +281.9% | +217.5% | +64.4% | +136.3% |
| All | +982.6% | +4,595.4% | -3,612.8% | +273.0% |
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