+17.8%
YUM vs WY
-24.8%
+42.6%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.4% | -2.2% |
| 7D | -6.1% | -4.2% | -1.9% | -5.1% |
| 30D | -5.8% | -10.1% | +4.3% | -3.3% |
| 3M | -7.6% | -8.5% | +0.9% | -5.9% |
| 6M | -9.1% | -3.3% | -5.8% | -9.0% |
| YTD | -5.5% | -4.4% | -1.1% | -5.4% |
| 1Y | -3.7% | -11.5% | +7.8% | -1.5% |
| 3Y | +17.8% | -24.3% | +42.1% | +23.9% |
| All | +17.8% | -24.8% | +42.6% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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