+58.5%
HAS vs SCCO
+27.6%
+30.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.5% | +0.5% | -1.8% |
| 7D | +1.6% | +1.7% | -0.1% | +1.5% |
| 30D | +26.6% | -18.1% | +44.7% | +28.8% |
| 3M | +29.0% | -12.8% | +41.8% | +30.0% |
| 6M | +30.6% | -8.5% | +39.0% | +30.2% |
| YTD | +51.5% | +23.9% | +27.6% | +35.2% |
| 1Y | +58.5% | +30.0% | +28.5% | +38.4% |
| All | +58.5% | +27.6% | +30.9% | +38.4% |
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