+20.3%
YUM vs NDAQ
+85.5%
-65.2%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.5% | -0.3% |
| 7D | -5.2% | -6.8% | +1.6% | -3.7% |
| 30D | -0.1% | -3.2% | +3.1% | +0.7% |
| 3M | -4.3% | +6.5% | -10.8% | -5.8% |
| 6M | -8.7% | +5.7% | -14.5% | -10.2% |
| YTD | -3.5% | -4.6% | +1.1% | -2.5% |
| 1Y | +0.5% | -1.6% | +2.0% | +0.4% |
| All | +20.3% | +85.5% | -65.2% | -4.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling