+20.3%
YUM vs ONTO
+106.2%
-85.9%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.4% | +2.5% | -0.8% |
| 7D | -5.2% | +6.5% | -11.7% | -5.2% |
| 30D | -0.1% | -15.9% | +15.8% | +0.1% |
| 3M | -4.3% | -0.2% | -4.1% | -4.7% |
| 6M | -8.7% | +38.7% | -47.5% | -10.0% |
| YTD | -3.5% | +70.4% | -73.8% | -5.4% |
| 1Y | +0.5% | +153.6% | -153.1% | -2.9% |
| All | +20.3% | +106.2% | -85.9% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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