+1,298.9%
HAS vs SCCO
+33,989.4%
-32,690.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | -1.8% | -5.3% | +3.5% | -0.7% |
| 30D | +2.3% | +2.7% | -0.4% | +1.5% |
| 3M | +10.4% | +4.2% | +6.2% | +8.6% |
| 6M | -3.2% | -0.6% | -2.6% | -4.5% |
| YTD | +15.4% | +45.0% | -29.6% | +4.4% |
| 1Y | +18.8% | +109.3% | -90.5% | -0.9% |
| 3Y | +43.9% | +180.8% | -136.8% | +11.1% |
| 5Y | +13.9% | +314.3% | -300.4% | -20.6% |
| 10Y | +56.4% | +1,083.3% | -1,026.9% | -14.1% |
| All | +1,298.9% | +33,989.4% | -32,690.4% | +260.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling