-3.7%
YUM vs NTRA
+92.9%
-96.6%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.9% | -3.0% | -2.1% |
| 7D | -6.1% | +0.2% | -6.3% | -6.1% |
| 30D | -5.8% | +4.1% | -9.9% | -5.9% |
| 3M | -7.6% | +50.0% | -57.7% | -8.2% |
| 6M | -9.1% | +67.3% | -76.4% | -9.5% |
| YTD | -5.5% | +43.6% | -49.1% | -7.2% |
| 1Y | -3.7% | +89.2% | -93.0% | -3.1% |
| All | -3.7% | +92.9% | -96.6% | -3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRA.
Daily Out/Under-Performance
Portfolio return minus NTRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRA 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 1y: compounded portfolio wealth divided by compounded NTRA 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…
1y analysis · Full analysis span regression · 6 months rolling