-31.6%
ZS vs YUM
+15.9%
-47.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.9% | -6.2% | +1.0% |
| 7D | -12.3% | +10.8% | -23.0% | -10.2% |
| 30D | +11.2% | +21.4% | -10.2% | +15.7% |
| 3M | +37.5% | +13.2% | +24.3% | +40.2% |
| 6M | +57.8% | +8.8% | +49.0% | +59.4% |
| YTD | -0.2% | +11.5% | -11.8% | -0.7% |
| 1Y | -31.6% | +13.4% | -45.0% | -32.1% |
| All | -31.6% | +15.9% | -47.6% | -32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 1y: compounded portfolio wealth divided by compounded YUM 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…
1y analysis · Full analysis span regression · 6 months rolling