+235.0%
YUM vs PAYC
+1,140.1%
-905.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | -5.2% | -10.2% | +5.0% | -3.6% |
| 30D | -0.1% | +2.0% | -2.1% | -0.5% |
| 3M | -4.3% | +58.3% | -62.6% | -11.9% |
| 6M | -8.7% | +64.5% | -73.2% | -16.9% |
| YTD | -3.5% | +36.5% | -40.0% | -9.7% |
| 1Y | +0.5% | -1.3% | +1.7% | -0.8% |
| 3Y | +20.5% | -22.1% | +42.7% | +19.5% |
| 5Y | +21.8% | -53.3% | +75.2% | +28.8% |
| 10Y | +176.5% | +348.5% | -171.9% | +98.5% |
| All | +235.0% | +1,140.1% | -905.1% | +117.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 PAYC 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