-42.6%
ZS vs YUM
-2.1%
-40.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.1% | +2.7% | -0.1% |
| 7D | -3.1% | -6.1% | +3.0% | -5.2% |
| 30D | -7.2% | -5.8% | -1.4% | -8.9% |
| 3M | +30.5% | -7.6% | +38.1% | +27.5% |
| 6M | +7.0% | -9.1% | +16.1% | +4.1% |
| YTD | -26.8% | -5.5% | -21.3% | -28.5% |
| 1Y | -42.6% | -3.7% | -38.9% | -42.6% |
| All | -42.6% | -2.1% | -40.5% | -42.6% |
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