+23.5%
YUM vs HAS
+10.8%
+12.7%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -0.9% | -2.1% |
| 7D | -3.6% | -4.8% | +1.3% | -2.7% |
| 30D | +0.4% | -5.1% | +5.5% | +1.3% |
| 3M | -3.8% | +6.4% | -10.2% | -5.1% |
| 6M | -8.3% | -5.6% | -2.6% | -7.7% |
| YTD | -2.6% | +11.0% | -13.6% | -5.4% |
| 1Y | +1.5% | +16.8% | -15.3% | -2.5% |
| 3Y | +21.6% | +44.0% | -22.4% | +10.4% |
| 5Y | +23.5% | +11.0% | +12.5% | +27.0% |
| All | +23.5% | +10.8% | +12.7% | +27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 5y: compounded portfolio wealth divided by compounded HAS 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…
5y analysis · Full analysis span regression · 6 months rolling