+165.5%
YUM vs UUUU
+465.5%
-300.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.0% | +2.9% | -1.9% |
| 7D | -6.1% | -10.5% | +4.4% | -5.6% |
| 30D | -5.8% | -10.5% | +4.7% | -5.4% |
| 3M | -7.6% | -14.1% | +6.5% | -7.2% |
| 6M | -9.1% | -35.5% | +26.3% | -7.9% |
| YTD | -5.5% | -10.9% | +5.4% | -6.7% |
| 1Y | -3.7% | +3.4% | -7.1% | -6.8% |
| 3Y | +17.8% | +73.1% | -55.3% | +7.2% |
| 5Y | +19.3% | +87.1% | -67.9% | +4.3% |
| All | +165.5% | +465.5% | -300.0% | +95.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling