+11.0%
YUM vs PLTD
-77.3%
+88.3%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.3% | -3.1% | -0.8% |
| 7D | -1.7% | +4.5% | -6.2% | -1.6% |
| 30D | -0.8% | -0.7% | -0.1% | -0.8% |
| 3M | +1.5% | -31.0% | +32.5% | +1.2% |
| 6M | -6.1% | -24.8% | +18.7% | -6.1% |
| YTD | -0.2% | -18.6% | +18.3% | +0.2% |
| 1Y | +2.5% | -31.8% | +34.3% | +1.8% |
| All | +11.0% | -77.3% | +88.3% | +0.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling