+13.4%
YUM vs TNA
+37.5%
-24.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +4.4% | +1.5% | +5.8% |
| 7D | +10.8% | +2.4% | +8.3% | +10.7% |
| 30D | +21.4% | -0.9% | +22.3% | +21.3% |
| 3M | +13.2% | -19.2% | +32.4% | +13.3% |
| 6M | +8.8% | -0.8% | +9.6% | +7.7% |
| YTD | +11.5% | +33.2% | -21.7% | +7.3% |
| 1Y | +13.4% | +38.5% | -25.1% | +8.0% |
| All | +13.4% | +37.5% | -24.1% | +8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 TNA 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