+2,396.1%
MUU vs SCCO
+89.2%
+2,306.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.6% |
| 7D | -8.2% | -2.7% | -5.6% | -5.1% |
| 30D | +10.2% | -0.7% | +10.9% | +7.8% |
| 3M | -26.5% | +8.1% | -34.6% | -33.1% |
| 6M | +227.2% | +4.1% | +223.1% | +233.2% |
| YTD | +527.4% | +41.1% | +486.3% | +275.3% |
| 1Y | +1,843.7% | +95.6% | +1,748.1% | +623.9% |
| All | +2,396.1% | +89.2% | +2,306.9% | +769.9% |
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