+2.1%
ZS vs YUM
-7.7%
+9.9%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.4% | +5.0% | +2.0% |
| 7D | -3.8% | -3.6% | -0.3% | -4.6% |
| 30D | -6.0% | +0.4% | -6.4% | -6.0% |
| 3M | +32.0% | -3.8% | +35.8% | +31.0% |
| 6M | +2.1% | -8.3% | +10.4% | +1.3% |
| All | +2.1% | -7.7% | +9.9% | +1.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling