+1,768.7%
YUM vs TRI
+499.2%
+1,269.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.4% |
| 7D | -5.2% | -14.4% | +9.2% | +0.2% |
| 30D | -0.1% | -8.1% | +8.0% | +2.6% |
| 3M | -4.3% | +17.5% | -21.8% | -11.9% |
| 6M | -8.7% | -5.0% | -3.8% | -10.1% |
| YTD | -3.5% | -24.7% | +21.2% | +2.5% |
| 1Y | +0.5% | -41.5% | +42.0% | +18.3% |
| 3Y | +20.5% | -20.3% | +40.9% | +21.8% |
| 5Y | +21.8% | -10.9% | +32.8% | +16.0% |
| 10Y | +176.5% | +190.6% | -14.1% | +55.6% |
| All | +1,768.7% | +499.2% | +1,269.5% | +579.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling