+165.5%
YUM vs NDAQ
+368.2%
-202.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.9% |
| 7D | -6.1% | -5.6% | -0.5% | -3.9% |
| 30D | -5.8% | -4.4% | -1.5% | -4.2% |
| 3M | -7.6% | +5.9% | -13.5% | -10.1% |
| 6M | -9.1% | +7.7% | -16.9% | -12.5% |
| YTD | -5.5% | -5.2% | -0.4% | -4.7% |
| 1Y | -3.7% | -3.4% | -0.3% | -3.9% |
| 3Y | +17.8% | +85.6% | -67.8% | -13.7% |
| 5Y | +19.3% | +49.5% | -30.2% | -5.8% |
| All | +165.5% | +368.2% | -202.7% | +21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling