-36.6%
MOH vs SCCO
+177.0%
-213.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.3% | +2.0% |
| 7D | +1.7% | -2.7% | +4.4% | +1.7% |
| 30D | -0.9% | -0.7% | -0.2% | -0.9% |
| 3M | +5.7% | +8.1% | -2.4% | +5.9% |
| 6M | +39.1% | +4.1% | +35.0% | +39.4% |
| YTD | +17.7% | +41.1% | -23.4% | +17.8% |
| 1Y | +8.4% | +95.6% | -87.2% | +8.6% |
| 3Y | -36.6% | +179.3% | -215.8% | -33.7% |
| All | -36.6% | +177.0% | -213.6% | -33.7% |
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