+17.8%
YUM vs HRB
+25.9%
-8.1%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.5% | -2.6% | -2.2% |
| 7D | -6.1% | -8.0% | +2.0% | -5.2% |
| 30D | -5.8% | -16.0% | +10.1% | -4.0% |
| 3M | -7.6% | +26.9% | -34.5% | -10.0% |
| 6M | -9.1% | +51.1% | -60.3% | -13.3% |
| YTD | -5.5% | +7.1% | -12.6% | -4.5% |
| 1Y | -3.7% | -9.6% | +5.9% | 0.0% |
| 3Y | +17.8% | +25.4% | -7.6% | +15.6% |
| All | +17.8% | +25.9% | -8.1% | +15.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling