+165.5%
YUM vs NI
+143.3%
+22.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | -6.1% | 0.0% | -6.1% | -6.1% |
| 30D | -5.8% | -1.4% | -4.4% | -5.4% |
| 3M | -7.6% | -10.6% | +3.0% | -4.0% |
| 6M | -9.1% | -9.3% | +0.2% | -6.2% |
| YTD | -5.5% | +1.1% | -6.7% | -6.2% |
| 1Y | -3.7% | +3.4% | -7.1% | -5.2% |
| 3Y | +17.8% | +67.9% | -50.1% | -3.2% |
| 5Y | +19.3% | +98.0% | -78.7% | -8.9% |
| All | +165.5% | +143.3% | +22.3% | +96.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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