+17.8%
YUM vs WCN
+18.4%
-0.6%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.2% |
| 7D | -6.1% | -3.1% | -2.9% | -5.1% |
| 30D | -5.8% | -3.4% | -2.4% | -4.8% |
| 3M | -7.6% | +3.0% | -10.6% | -8.7% |
| 6M | -9.1% | -3.8% | -5.4% | -8.4% |
| YTD | -5.5% | -8.3% | +2.8% | -3.3% |
| 1Y | -3.7% | -9.7% | +6.0% | -1.0% |
| 3Y | +17.8% | +17.2% | +0.6% | +9.3% |
| All | +17.8% | +18.4% | -0.6% | +9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 3y: compounded portfolio wealth divided by compounded WCN 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…
3y analysis · Full analysis span regression · 6 months rolling