+1,967.3%
YUM vs NDAQ
+2,261.2%
-293.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.0% | -2.7% |
| 7D | -4.0% | -1.6% | -2.5% | -3.7% |
| 30D | -0.1% | -1.5% | +1.3% | +0.3% |
| 3M | -4.3% | +8.0% | -12.3% | -6.4% |
| 6M | -8.7% | +7.7% | -16.5% | -10.9% |
| YTD | -3.1% | -2.3% | -0.8% | -3.4% |
| 1Y | +1.0% | +0.6% | +0.4% | -0.1% |
| 3Y | +21.0% | +90.9% | -69.9% | +0.7% |
| 5Y | +22.9% | +52.5% | -29.6% | +7.3% |
| 10Y | +177.6% | +380.3% | -202.7% | +81.8% |
| All | +1,967.3% | +2,261.2% | -293.9% | +951.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling