+531.1%
PLTR vs YUM
+21.6%
+509.5%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.7% |
| 7D | -9.1% | -5.2% | -3.9% | -6.6% |
| 30D | -5.2% | -0.1% | -5.1% | -5.4% |
| 3M | +27.4% | -4.3% | +31.7% | +29.2% |
| 6M | +9.7% | -8.7% | +18.5% | +13.6% |
| YTD | -6.7% | -3.5% | -3.2% | -7.8% |
| 1Y | -0.5% | +0.5% | -1.0% | -6.0% |
| 3Y | +996.2% | +20.5% | +975.7% | +729.4% |
| 5Y | +531.1% | +21.8% | +509.3% | +351.7% |
| All | +531.1% | +21.6% | +509.5% | +351.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling