+13.4%
YUM vs ALLY
+4.2%
+9.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +3.8% | +2.1% | +5.4% |
| 7D | +10.8% | +2.4% | +8.4% | +10.4% |
| 30D | +21.4% | +5.6% | +15.9% | +20.7% |
| 3M | +13.2% | -11.7% | +24.9% | +14.1% |
| 6M | +8.8% | -7.0% | +15.8% | +9.0% |
| YTD | +11.5% | -10.4% | +22.0% | +12.2% |
| 1Y | +13.4% | +2.4% | +11.0% | +11.4% |
| All | +13.4% | +4.2% | +9.1% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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