-3.7%
YUM vs TRMB
-28.6%
+24.9%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.4% | -3.5% | -2.2% |
| 7D | -6.1% | -3.0% | -3.0% | -5.9% |
| 30D | -5.8% | +2.3% | -8.2% | -5.9% |
| 3M | -7.6% | +15.3% | -22.9% | -8.2% |
| 6M | -9.1% | -14.7% | +5.6% | -9.3% |
| YTD | -5.5% | -26.4% | +20.9% | -4.9% |
| 1Y | -3.7% | -30.4% | +26.7% | -3.8% |
| All | -3.7% | -28.6% | +24.9% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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