+2,683.6%
MUU vs SCCO
+104.6%
+2,578.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.3% | +5.2% | +5.0% |
| 7D | +15.0% | +2.4% | +12.6% | +10.0% |
| 30D | +36.8% | +6.4% | +30.4% | +20.7% |
| 3M | -8.5% | +21.6% | -30.1% | -29.0% |
| 6M | +320.7% | +13.4% | +307.3% | +276.6% |
| YTD | +599.7% | +52.6% | +547.1% | +272.3% |
| 1Y | +2,569.2% | +122.4% | +2,446.8% | +720.7% |
| All | +2,683.6% | +104.6% | +2,578.9% | +762.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling