+13.4%
YUM vs PODD
-48.3%
+61.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +6.6% | -0.6% | +5.6% |
| 7D | +10.8% | +10.8% | 0.0% | +10.3% |
| 30D | +21.4% | +21.7% | -0.3% | +20.6% |
| 3M | +13.2% | -1.1% | +14.3% | +12.5% |
| 6M | +8.8% | -3.7% | +12.5% | +7.2% |
| YTD | +11.5% | -41.9% | +53.5% | +10.6% |
| 1Y | +13.4% | -48.5% | +61.8% | +12.8% |
| All | +13.4% | -48.3% | +61.7% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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