+14.9%
BTDR vs SCCO
+177.0%
-162.2%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.3% | +4.1% | +4.0% |
| 7D | -3.4% | -2.7% | -0.7% | -1.2% |
| 30D | +32.6% | -0.7% | +33.3% | +33.8% |
| 3M | -32.2% | +8.1% | -40.3% | -36.5% |
| 6M | +52.4% | +4.1% | +48.3% | +48.6% |
| YTD | +6.7% | +41.1% | -34.4% | -22.6% |
| 1Y | -15.2% | +95.6% | -110.8% | -53.1% |
| 3Y | +14.9% | +179.3% | -164.4% | -63.3% |
| All | +14.9% | +177.0% | -162.2% | -63.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling