+51.5%
HAS vs SCCO
+271.3%
-219.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +35.6% |
| 3M | +29.9% | -12.5% | +42.4% | +32.4% |
| 6M | +26.5% | -4.1% | +30.6% | +25.2% |
| YTD | +51.9% | +25.5% | +26.4% | +37.5% |
| 1Y | +60.9% | +31.0% | +29.9% | +43.9% |
| 3Y | +215.0% | +178.7% | +36.3% | +125.5% |
| 5Y | +51.5% | +279.7% | -228.2% | -2.3% |
| All | +51.5% | +271.3% | -219.8% | -2.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling