+94.1%
HAS vs SCCO
+701.7%
-607.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.5% | +0.5% | -1.4% |
| 7D | +1.6% | +1.7% | -0.1% | +1.1% |
| 30D | +26.6% | -18.1% | +44.7% | +33.0% |
| 3M | +29.0% | -12.8% | +41.8% | +32.3% |
| 6M | +30.6% | -8.5% | +39.0% | +30.7% |
| YTD | +51.5% | +23.9% | +27.6% | +35.6% |
| 1Y | +58.5% | +30.0% | +28.5% | +39.6% |
| 3Y | +214.1% | +175.2% | +38.9% | +112.5% |
| 5Y | +50.2% | +249.4% | -199.1% | -9.3% |
| All | +94.1% | +701.7% | -607.6% | -22.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling