+1,063.5%
SCCO vs BTG
+159.3%
+904.3%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | -2.7% | -3.8% | +1.1% | -1.6% |
| 30D | -0.7% | +3.6% | -4.4% | -1.7% |
| 3M | +8.1% | +32.0% | -23.9% | -0.4% |
| 6M | +4.1% | +3.4% | +0.7% | +2.2% |
| YTD | +41.1% | +20.8% | +20.3% | +33.0% |
| 1Y | +95.6% | +22.4% | +73.1% | +82.7% |
| 3Y | +179.3% | +91.7% | +87.5% | +129.4% |
| 5Y | +308.3% | +79.0% | +229.3% | +238.9% |
| All | +1,063.5% | +159.3% | +904.3% | +825.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling