+20.0%
YUM vs UUUU
+79.1%
-59.1%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.0% | +2.9% | -2.0% |
| 7D | -6.1% | -10.5% | +4.4% | -5.8% |
| 30D | -5.8% | -10.5% | +4.7% | -5.6% |
| 3M | -7.6% | -14.1% | +6.5% | -7.4% |
| 6M | -9.1% | -35.5% | +26.3% | -8.4% |
| YTD | -5.5% | -10.9% | +5.4% | -6.5% |
| 1Y | -3.7% | +3.4% | -7.1% | -6.3% |
| 3Y | +17.8% | +73.1% | -55.3% | +8.8% |
| All | +20.0% | +79.1% | -59.1% | +6.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling