-2.7%
SMCI vs YUM
+5.7%
-8.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.2% | +5.7% | +4.2% |
| 7D | +6.8% | -2.0% | +8.8% | +6.2% |
| 30D | +30.6% | -1.1% | +31.7% | +29.1% |
| 3M | -15.6% | +1.8% | -17.4% | -15.2% |
| 6M | +21.3% | -4.7% | +26.0% | +20.4% |
| YTD | +35.3% | +0.6% | +34.7% | +38.5% |
| 1Y | -2.7% | +6.4% | -9.1% | +6.4% |
| All | -2.7% | +5.7% | -8.4% | +6.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling