+24,892.1%
SCCO vs IAG
+368.9%
+24,523.2%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.8% | +6.7% | +5.4% |
| 7D | +3.4% | +4.3% | -0.8% | +2.2% |
| 30D | +6.6% | +9.8% | -3.2% | +3.9% |
| 3M | +24.5% | +28.9% | -4.4% | +16.1% |
| 6M | +16.5% | -7.6% | +24.1% | +18.6% |
| YTD | +52.1% | +22.0% | +30.2% | +43.8% |
| 1Y | +114.2% | +99.5% | +14.7% | +77.8% |
| 3Y | +207.4% | +818.3% | -610.8% | +63.5% |
| 5Y | +353.7% | +785.9% | -432.2% | +125.1% |
| 10Y | +1,144.5% | +381.1% | +763.4% | +482.6% |
| All | +24,892.1% | +368.9% | +24,523.2% | +6,856.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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