+17.8%
YUM vs BEN
+51.0%
-33.2%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | -6.1% | -3.1% | -2.9% | -5.7% |
| 30D | -5.8% | +0.2% | -6.0% | -5.9% |
| 3M | -7.6% | +6.8% | -14.5% | -8.6% |
| 6M | -9.1% | +38.1% | -47.3% | -13.6% |
| YTD | -5.5% | +44.3% | -49.9% | -10.9% |
| 1Y | -3.7% | +42.6% | -46.3% | -9.1% |
| 3Y | +17.8% | +52.3% | -34.5% | +8.3% |
| All | +17.8% | +51.0% | -33.2% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 3y: compounded portfolio wealth divided by compounded BEN 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…
3y analysis · Full analysis span regression · 6 months rolling