-23.0%
PINS vs YUM
+62.6%
-85.6%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.9% | +3.6% | +3.2% |
| 7D | -9.9% | -5.2% | -4.7% | -7.2% |
| 30D | -20.9% | -0.1% | -20.8% | -21.0% |
| 3M | -13.7% | -4.3% | -9.5% | -12.3% |
| 6M | -3.0% | -8.7% | +5.7% | +0.6% |
| YTD | -27.5% | -3.5% | -24.0% | -27.7% |
| 1Y | -46.8% | +0.5% | -47.2% | -48.7% |
| 3Y | -31.8% | +20.5% | -52.4% | -44.5% |
| 5Y | -65.4% | +21.8% | -87.2% | -72.2% |
| All | -23.0% | +62.6% | -85.6% | -47.9% |
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