+1,076.9%
YUM vs WPM
+6,037.2%
-4,960.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.5% | -2.5% |
| 7D | -3.6% | +3.9% | -7.4% | -3.9% |
| 30D | +0.4% | +17.7% | -17.3% | -1.2% |
| 3M | -3.8% | +39.4% | -43.2% | -7.0% |
| 6M | -8.3% | +6.4% | -14.7% | -9.4% |
| YTD | -2.6% | +34.0% | -36.6% | -6.3% |
| 1Y | +1.5% | +50.5% | -49.0% | -3.6% |
| 3Y | +21.6% | +280.3% | -258.7% | +4.7% |
| 5Y | +23.5% | +266.3% | -242.8% | +5.8% |
| 10Y | +178.9% | +550.8% | -371.8% | +120.5% |
| All | +1,076.9% | +6,037.2% | -4,960.3% | +641.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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