+796.2%
YUM vs PODD
+711.3%
+84.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.1% | +0.6% | -1.9% |
| 7D | -3.6% | -6.9% | +3.3% | -2.5% |
| 30D | +0.4% | -3.5% | +3.8% | +0.9% |
| 3M | -3.8% | -13.6% | +9.8% | -2.4% |
| 6M | -8.3% | -42.6% | +34.3% | -1.2% |
| YTD | -2.6% | -51.5% | +48.8% | +7.6% |
| 1Y | +1.5% | -60.9% | +62.4% | +15.8% |
| 3Y | +21.6% | -19.8% | +41.4% | +20.2% |
| 5Y | +23.5% | -54.4% | +77.9% | +30.3% |
| 10Y | +178.9% | +236.1% | -57.1% | +101.4% |
| All | +796.2% | +711.3% | +84.9% | +350.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling