+4,070.4%
YUM vs PSA
+3,058.7%
+1,011.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.3% | -0.1% | -1.6% |
| 7D | -3.6% | -2.2% | -1.3% | -2.8% |
| 30D | +0.4% | -9.6% | +9.9% | +4.0% |
| 3M | -3.8% | -7.9% | +4.1% | -1.1% |
| 6M | -8.3% | -2.0% | -6.3% | -8.0% |
| YTD | -2.6% | +15.7% | -18.4% | -8.1% |
| 1Y | +1.5% | +5.8% | -4.3% | -1.2% |
| 3Y | +21.6% | +21.6% | 0.0% | +11.1% |
| 5Y | +23.5% | +13.1% | +10.4% | +13.8% |
| 10Y | +178.9% | +101.3% | +77.7% | +102.8% |
| All | +4,070.4% | +3,058.7% | +1,011.7% | +1,208.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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