+58.9%
BNY vs SCCO
+109.6%
-50.7%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.4% |
| 7D | +1.4% | -5.3% | +6.7% | +2.1% |
| 30D | +3.8% | +2.7% | +1.2% | +3.4% |
| 3M | +14.9% | +4.2% | +10.7% | +13.6% |
| 6M | +40.3% | -0.6% | +41.0% | +38.5% |
| YTD | +43.8% | +45.0% | -1.2% | +34.1% |
| 1Y | +58.9% | +109.3% | -50.4% | +49.3% |
| All | +58.9% | +109.6% | -50.7% | +49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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