+4,208.2%
YUM vs GEN
+2,685.0%
+1,523.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -0.9% |
| 7D | -2.0% | -1.2% | -0.9% | -1.9% |
| 30D | -1.1% | +10.1% | -11.2% | -2.5% |
| 3M | +1.8% | +16.1% | -14.3% | -0.5% |
| 6M | -4.7% | +38.9% | -43.6% | -9.6% |
| YTD | +0.6% | +14.4% | -13.9% | -2.1% |
| 1Y | +6.4% | +5.9% | +0.5% | +4.7% |
| 3Y | +22.6% | +58.8% | -36.2% | +12.8% |
| 5Y | +26.0% | +24.7% | +1.3% | +18.5% |
| 10Y | +174.6% | +163.1% | +11.5% | +123.3% |
| All | +4,208.2% | +2,685.0% | +1,523.2% | +2,346.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling