+2,981.5%
MUU vs SCCO
+105.9%
+2,875.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.4% | +12.0% | +12.2% |
| 7D | +17.4% | -5.3% | +22.6% | +26.8% |
| 30D | +24.0% | +0.9% | +23.1% | +19.0% |
| 3M | -23.9% | +2.4% | -26.3% | -22.2% |
| 6M | +284.4% | -2.4% | +286.8% | +322.1% |
| YTD | +583.7% | +42.4% | +541.3% | +326.6% |
| 1Y | +2,981.5% | +105.6% | +2,875.8% | +1,684.1% |
| All | +2,981.5% | +105.9% | +2,875.5% | +1,684.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling