+4,070.4%
YUM vs BEN
+408.6%
+3,661.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -0.9% | -2.0% |
| 7D | -3.6% | +3.4% | -6.9% | -4.6% |
| 30D | +0.4% | +1.8% | -1.4% | -0.2% |
| 3M | -3.8% | +8.4% | -12.2% | -6.4% |
| 6M | -8.3% | +35.6% | -43.9% | -17.2% |
| YTD | -2.6% | +46.4% | -49.0% | -14.3% |
| 1Y | +1.5% | +46.3% | -44.8% | -11.0% |
| 3Y | +21.6% | +54.6% | -33.0% | +1.8% |
| 5Y | +23.5% | +39.4% | -15.9% | +3.8% |
| 10Y | +178.9% | +57.6% | +121.4% | +109.1% |
| All | +4,070.4% | +408.6% | +3,661.8% | +1,982.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling