-21.5%
PINS vs YUM
+82.3%
-103.8%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.1% | -0.5% |
| 7D | +1.0% | +0.1% | +0.9% | +0.9% |
| 30D | -12.0% | +10.0% | -22.0% | -16.5% |
| 3M | -17.9% | +7.5% | -25.4% | -21.2% |
| 6M | -1.0% | +8.8% | -9.8% | -6.6% |
| YTD | -26.0% | +8.2% | -34.2% | -30.9% |
| 1Y | -28.5% | +9.8% | -38.3% | -33.9% |
| 3Y | -39.2% | +36.4% | -75.6% | -53.8% |
| 5Y | -58.3% | +41.7% | -100.0% | -69.4% |
| All | -21.5% | +82.3% | -103.8% | -50.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling