+13.4%
YUM vs EAT
+109.8%
-96.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +6.3% | -0.4% | +5.1% |
| 7D | +10.8% | -0.1% | +10.9% | +10.7% |
| 30D | +21.4% | +13.5% | +7.9% | +19.3% |
| 3M | +13.2% | +1.0% | +12.2% | +12.8% |
| 6M | +8.8% | +57.3% | -48.5% | +3.3% |
| YTD | +11.5% | +53.6% | -42.1% | +5.6% |
| 1Y | +13.4% | +110.8% | -97.4% | +5.3% |
| All | +13.4% | +109.8% | -96.5% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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