+17.8%
YUM vs TRI
-18.9%
+36.7%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.7% | -3.8% | -2.2% |
| 7D | -6.1% | -7.9% | +1.8% | -5.5% |
| 30D | -5.8% | -4.5% | -1.3% | -5.5% |
| 3M | -7.6% | +22.1% | -29.7% | -9.9% |
| 6M | -9.1% | -2.8% | -6.4% | -9.4% |
| YTD | -5.5% | -23.4% | +17.9% | +0.1% |
| 1Y | -3.7% | -41.5% | +37.8% | +9.8% |
| 3Y | +17.8% | -19.2% | +37.0% | +20.4% |
| All | +17.8% | -18.9% | +36.7% | +20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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