+82.7%
MET vs SCCO
+303.5%
-220.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.4% |
| 7D | -0.5% | -2.7% | +2.2% | -0.1% |
| 30D | +0.5% | -0.7% | +1.2% | +0.2% |
| 3M | +11.6% | +8.1% | +3.5% | +8.9% |
| 6M | +40.8% | +4.1% | +36.7% | +37.2% |
| YTD | +25.7% | +41.1% | -15.5% | +11.9% |
| 1Y | +24.4% | +95.6% | -71.2% | +0.9% |
| 3Y | +67.5% | +179.3% | -111.8% | +18.3% |
| All | +82.7% | +303.5% | -220.8% | +10.0% |
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