+1,644.9%
PLD vs YUM
+3,863.1%
-2,218.2%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.2% | -0.5% |
| 7D | +1.3% | +0.1% | +1.2% | +1.3% |
| 30D | -1.4% | +10.0% | -11.4% | -5.6% |
| 3M | -8.2% | +7.5% | -15.6% | -11.5% |
| 6M | -8.0% | +8.8% | -16.8% | -12.1% |
| YTD | +3.2% | +8.2% | -5.0% | -1.6% |
| 1Y | +7.0% | +9.8% | -2.8% | +1.3% |
| 3Y | +38.3% | +36.4% | +1.8% | +17.3% |
| 5Y | +0.2% | +41.7% | -41.5% | -16.6% |
| 10Y | +268.3% | +217.5% | +50.8% | +111.4% |
| All | +1,644.9% | +3,863.1% | -2,218.2% | +483.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling