+21.8%
YUM vs WST
-24.9%
+46.8%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.2% | -3.0% | -1.1% |
| 7D | -5.2% | +0.4% | -5.6% | -5.2% |
| 30D | -0.1% | -2.0% | +1.9% | +0.1% |
| 3M | -4.3% | +4.1% | -8.4% | -4.8% |
| 6M | -8.7% | +47.4% | -56.1% | -12.8% |
| YTD | -3.5% | +25.4% | -28.9% | -6.2% |
| 1Y | +0.5% | +35.3% | -34.8% | -3.3% |
| 3Y | +20.5% | -11.7% | +32.2% | +19.1% |
| 5Y | +21.8% | -24.0% | +45.8% | +21.8% |
| All | +21.8% | -24.9% | +46.8% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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