+17.8%
YUM vs WWD
+167.6%
-149.8%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.4% | -3.5% | -2.2% |
| 7D | -6.1% | -2.6% | -3.5% | -5.9% |
| 30D | -5.8% | -6.9% | +1.1% | -5.3% |
| 3M | -7.6% | -13.0% | +5.4% | -6.7% |
| 6M | -9.1% | -12.5% | +3.3% | -8.6% |
| YTD | -5.5% | +11.8% | -17.4% | -7.8% |
| 1Y | -3.7% | +41.1% | -44.8% | -8.9% |
| 3Y | +17.8% | +163.1% | -145.3% | -0.2% |
| All | +17.8% | +167.6% | -149.8% | -0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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