+45.0%
SCCO vs BTG
+24.4%
+20.6%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +8.7% | -6.8% | -2.4% |
| 7D | -7.9% | -0.2% | -7.7% | -7.9% |
| 30D | -13.0% | -0.8% | -12.2% | -12.8% |
| 3M | -6.9% | +31.8% | -38.7% | -20.6% |
| 6M | +11.0% | +20.4% | -9.5% | -0.9% |
| YTD | +30.3% | +14.7% | +15.6% | +19.1% |
| 1Y | +45.0% | +29.4% | +15.6% | +26.8% |
| All | +45.0% | +24.4% | +20.6% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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