+23.5%
YUM vs URI
+215.5%
-192.0%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.3% | -3.8% | -2.6% |
| 7D | -3.6% | +5.0% | -8.6% | -4.3% |
| 30D | +0.4% | -9.4% | +9.8% | +1.8% |
| 3M | -3.8% | -5.8% | +2.0% | -3.3% |
| 6M | -8.3% | +25.8% | -34.1% | -12.5% |
| YTD | -2.6% | +27.9% | -30.5% | -7.9% |
| 1Y | +1.5% | +9.7% | -8.2% | -1.5% |
| 3Y | +21.6% | +128.0% | -106.4% | -1.7% |
| 5Y | +23.5% | +212.4% | -188.9% | -12.7% |
| All | +23.5% | +215.5% | -192.0% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 5y: compounded portfolio wealth divided by compounded URI 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…
5y analysis · Full analysis span regression · 6 months rolling