+353.6%
NET vs SCCO
+210.1%
+143.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.9% | -3.0% | +0.6% |
| 7D | -0.4% | +3.4% | -3.9% | -1.4% |
| 30D | -5.3% | +6.6% | -11.9% | -7.1% |
| 3M | +14.7% | +24.5% | -9.8% | +7.4% |
| 6M | +45.7% | +16.5% | +29.2% | +37.2% |
| YTD | +44.2% | +52.1% | -7.9% | +19.4% |
| 1Y | +30.5% | +114.2% | -83.7% | -6.4% |
| 3Y | +353.6% | +207.4% | +146.1% | +157.6% |
| All | +353.6% | +210.1% | +143.5% | +157.6% |
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