+9.8%
YUM vs SIMO
+90.9%
-81.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.6% | +6.8% | +1.1% |
| 7D | +0.1% | +4.1% | -4.0% | +0.2% |
| 30D | +10.0% | -24.0% | +34.0% | +9.5% |
| 3M | +7.5% | -31.8% | +39.3% | +6.8% |
| 6M | +8.8% | -36.9% | +45.7% | +7.5% |
| YTD | +8.2% | +84.8% | -76.6% | +7.7% |
| 1Y | +9.8% | +99.0% | -89.2% | +10.7% |
| All | +9.8% | +90.9% | -81.0% | +10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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