+215.0%
HAS vs SCCO
+182.5%
+32.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.2% | +4.0% | +1.4% |
| 7D | +3.3% | -1.8% | +5.1% | +3.6% |
| 30D | +30.5% | -17.8% | +48.3% | +35.4% |
| 3M | +29.9% | -12.5% | +42.4% | +32.3% |
| 6M | +26.5% | -4.1% | +30.6% | +25.0% |
| YTD | +51.9% | +25.5% | +26.4% | +35.8% |
| 1Y | +60.9% | +31.0% | +29.9% | +41.8% |
| 3Y | +215.0% | +178.7% | +36.3% | +103.1% |
| All | +215.0% | +182.5% | +32.5% | +103.1% |
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