+20.3%
YUM vs HDB
-31.0%
+51.3%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.7% |
| 7D | -5.2% | -6.2% | +1.0% | -4.3% |
| 30D | -0.1% | -6.2% | +6.1% | +0.9% |
| 3M | -4.3% | -5.9% | +1.6% | -3.6% |
| 6M | -8.7% | -25.9% | +17.2% | -5.4% |
| YTD | -3.5% | -40.2% | +36.7% | +2.0% |
| 1Y | +0.5% | -38.0% | +38.4% | +5.8% |
| All | +20.3% | -31.0% | +51.3% | +25.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling