+320.7%
MUU vs SCCO
+20.8%
+300.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.3% | +5.2% | +5.0% |
| 7D | +15.0% | +2.4% | +12.6% | +9.6% |
| 30D | +36.8% | +6.4% | +30.4% | +18.5% |
| 3M | -8.5% | +21.6% | -30.1% | -33.0% |
| 6M | +320.7% | +13.4% | +307.3% | +251.5% |
| All | +320.7% | +20.8% | +300.0% | +251.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling