+24.8%
YUM vs BBIO
+41.8%
-17.1%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.1% | +4.0% | +3.9% |
| 7D | -2.4% | -3.3% | +0.9% | -2.3% |
| 30D | -0.7% | -9.4% | +8.7% | -0.5% |
| 3M | -4.7% | +8.4% | -13.0% | -5.0% |
| 6M | -7.9% | +4.3% | -12.1% | -8.1% |
| YTD | -1.9% | -5.4% | +3.5% | -1.9% |
| 1Y | -0.2% | +41.3% | -41.6% | -1.5% |
| 3Y | +17.8% | +144.4% | -126.6% | +13.4% |
| 5Y | +24.8% | +48.5% | -23.8% | +12.0% |
| All | +24.8% | +41.8% | -17.1% | +12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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