+13.4%
YUM vs HRB
+16.9%
-3.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +4.4% | +1.5% | +5.5% |
| 7D | +10.8% | +16.0% | -5.3% | +9.3% |
| 30D | +21.4% | +32.1% | -10.7% | +18.7% |
| 3M | +13.2% | +21.5% | -8.3% | +11.5% |
| 6M | +8.8% | +82.1% | -73.3% | +6.0% |
| YTD | +11.5% | +31.6% | -20.1% | +17.0% |
| 1Y | +13.4% | +15.9% | -2.5% | +20.5% |
| All | +13.4% | +16.9% | -3.5% | +20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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