-3.7%
YUM vs PLTD
-25.5%
+21.8%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -2.1% |
| 7D | -6.1% | +4.2% | -10.3% | -6.3% |
| 30D | -5.8% | +0.7% | -6.6% | -5.9% |
| 3M | -7.6% | -32.4% | +24.7% | -6.4% |
| 6M | -9.1% | -26.2% | +17.1% | -9.0% |
| YTD | -5.5% | -17.0% | +11.5% | -6.7% |
| 1Y | -3.7% | -26.7% | +23.0% | -5.6% |
| All | -3.7% | -25.5% | +21.8% | -5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 1y: compounded portfolio wealth divided by compounded PLTD 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…
1y analysis · Full analysis span regression · 6 months rolling