+165.5%
YUM vs ED
+108.5%
+57.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -2.0% |
| 7D | -6.1% | -0.8% | -5.3% | -5.8% |
| 30D | -5.8% | -0.4% | -5.4% | -5.7% |
| 3M | -7.6% | +0.5% | -8.1% | -7.8% |
| 6M | -9.1% | -3.1% | -6.0% | -8.3% |
| YTD | -5.5% | +9.8% | -15.3% | -8.7% |
| 1Y | -3.7% | +12.6% | -16.3% | -7.8% |
| 3Y | +17.8% | +31.4% | -13.6% | +6.1% |
| 5Y | +19.3% | +69.4% | -50.2% | -2.3% |
| All | +165.5% | +108.5% | +57.0% | +108.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 10y: compounded portfolio wealth divided by compounded ED 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…
10y analysis · Full analysis span regression · 6 months rolling