+165.5%
YUM vs GEN
+159.8%
+5.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.0% | -3.1% | -2.2% |
| 7D | -6.1% | -1.3% | -4.8% | -5.9% |
| 30D | -5.8% | +6.1% | -11.9% | -6.6% |
| 3M | -7.6% | +27.0% | -34.6% | -10.6% |
| 6M | -9.1% | +43.9% | -53.0% | -13.9% |
| YTD | -5.5% | +13.0% | -18.5% | -7.5% |
| 1Y | -3.7% | +4.0% | -7.7% | -4.7% |
| 3Y | +17.8% | +66.2% | -48.4% | +8.6% |
| 5Y | +19.3% | +23.2% | -3.9% | +12.9% |
| All | +165.5% | +159.8% | +5.7% | +112.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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