+4,049.5%
YUM vs WWD
+7,866.9%
-3,817.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.8% |
| 7D | -4.0% | +0.6% | -4.7% | -4.2% |
| 30D | -0.1% | -5.1% | +5.0% | +1.0% |
| 3M | -4.3% | -11.2% | +7.0% | -2.0% |
| 6M | -8.7% | -12.0% | +3.3% | -6.9% |
| YTD | -3.1% | +12.0% | -15.1% | -7.6% |
| 1Y | +1.0% | +42.8% | -41.8% | -10.1% |
| 3Y | +21.0% | +168.9% | -148.0% | -11.0% |
| 5Y | +22.9% | +192.2% | -169.3% | -13.3% |
| 10Y | +177.6% | +495.3% | -317.7% | +52.4% |
| All | +4,049.5% | +7,866.9% | -3,817.4% | +993.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling