+4,049.5%
YUM vs WEC
+2,131.3%
+1,918.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.1% | -2.6% |
| 7D | -4.0% | +0.4% | -4.4% | -4.2% |
| 30D | -0.1% | +0.9% | -1.0% | -0.5% |
| 3M | -4.3% | -5.3% | +1.1% | -2.2% |
| 6M | -8.7% | -6.6% | -2.2% | -6.4% |
| YTD | -3.1% | +3.3% | -6.4% | -4.6% |
| 1Y | +1.0% | +2.1% | -1.1% | -0.1% |
| 3Y | +21.0% | +39.6% | -18.6% | +4.7% |
| 5Y | +22.9% | +31.2% | -8.3% | +7.6% |
| 10Y | +177.6% | +148.4% | +29.1% | +79.7% |
| All | +4,049.5% | +2,131.3% | +1,918.2% | +1,026.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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