-3.7%
YUM vs HDB
-33.5%
+29.8%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +6.9% | -9.0% | -3.5% |
| 7D | -6.1% | +0.7% | -6.7% | -6.1% |
| 30D | -5.8% | +1.0% | -6.8% | -5.9% |
| 3M | -7.6% | -2.0% | -5.7% | -7.7% |
| 6M | -9.1% | -18.1% | +9.0% | -6.0% |
| YTD | -5.5% | -36.1% | +30.6% | +0.2% |
| 1Y | -3.7% | -34.0% | +30.3% | +2.2% |
| All | -3.7% | -33.5% | +29.8% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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