+0.5%
YUM vs ACWI
+19.1%
-18.7%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | 0.0% | -0.8% |
| 7D | -5.2% | -1.9% | -3.2% | -5.0% |
| 30D | -0.1% | -1.3% | +1.2% | 0.0% |
| 3M | -4.3% | +5.0% | -9.3% | -4.8% |
| 6M | -8.7% | +11.7% | -20.4% | -11.0% |
| YTD | -3.5% | +13.0% | -16.5% | -5.9% |
| 1Y | +0.5% | +19.2% | -18.8% | -4.5% |
| All | +0.5% | +19.1% | -18.7% | -4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling