-3.7%
YUM vs FND
-45.3%
+41.6%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.0% | -3.1% | -2.2% |
| 7D | -6.1% | -5.8% | -0.3% | -5.3% |
| 30D | -5.8% | -20.2% | +14.4% | -3.0% |
| 3M | -7.6% | -12.0% | +4.3% | -6.4% |
| 6M | -9.1% | -18.5% | +9.4% | -7.2% |
| YTD | -5.5% | -22.3% | +16.7% | -3.1% |
| 1Y | -3.7% | -47.6% | +43.9% | -5.2% |
| All | -3.7% | -45.3% | +41.6% | -5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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