+4,100.0%
YUM vs URI
+7,134.6%
-3,034.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -1.5% |
| 7D | -2.0% | -2.0% | -0.1% | -1.7% |
| 30D | -1.1% | -12.9% | +11.9% | +1.3% |
| 3M | +1.8% | -6.7% | +8.5% | +2.6% |
| 6M | -4.7% | +19.0% | -23.7% | -8.7% |
| YTD | +0.6% | +25.5% | -25.0% | -4.9% |
| 1Y | +6.4% | +5.5% | +0.9% | +3.6% |
| 3Y | +22.6% | +111.3% | -88.7% | +2.7% |
| 5Y | +26.0% | +198.6% | -172.6% | -2.9% |
| 10Y | +174.6% | +1,179.9% | -1,005.3% | +53.7% |
| All | +4,100.0% | +7,134.6% | -3,034.6% | +1,165.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling