+243.3%
PLD vs YUM
+179.6%
+63.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.4% | +0.4% | -0.8% |
| 7D | -0.7% | -3.6% | +2.9% | +1.1% |
| 30D | -2.2% | +0.4% | -2.6% | -2.6% |
| 3M | -7.4% | -3.8% | -3.6% | -6.1% |
| 6M | +1.9% | -8.3% | +10.2% | +5.7% |
| YTD | +7.9% | -2.6% | +10.5% | +8.1% |
| 1Y | +25.1% | +1.5% | +23.6% | +22.2% |
| 3Y | +21.9% | +21.6% | +0.3% | +5.9% |
| 5Y | +16.3% | +23.5% | -7.2% | -0.7% |
| All | +243.3% | +179.6% | +63.7% | +90.4% |
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