+17.8%
YUM vs BN
+70.0%
-52.2%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.5% | -2.2% |
| 7D | -6.1% | -5.2% | -0.9% | -5.2% |
| 30D | -5.8% | -14.5% | +8.7% | -3.4% |
| 3M | -7.6% | -15.0% | +7.4% | -5.1% |
| 6M | -9.1% | -5.4% | -3.7% | -8.7% |
| YTD | -5.5% | -16.4% | +10.9% | -3.1% |
| 1Y | -3.7% | -16.2% | +12.5% | -1.5% |
| 3Y | +17.8% | +67.5% | -49.7% | +2.7% |
| All | +17.8% | +70.0% | -52.2% | +2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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