+20.3%
YUM vs PODD
-23.0%
+43.3%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.5% | -0.7% |
| 7D | -5.2% | -10.6% | +5.4% | -4.5% |
| 30D | -0.1% | -6.9% | +6.8% | +0.4% |
| 3M | -4.3% | -10.6% | +6.4% | -4.1% |
| 6M | -8.7% | -43.5% | +34.8% | -5.0% |
| YTD | -3.5% | -52.6% | +49.1% | +2.1% |
| 1Y | +0.5% | -60.1% | +60.6% | +7.9% |
| All | +20.3% | -23.0% | +43.3% | +16.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling