+1,063.5%
SCCO vs INDA
+84.7%
+978.8%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -1.1% |
| 7D | -2.7% | -2.7% | 0.0% | -0.7% |
| 30D | -0.7% | -2.8% | +2.0% | +1.4% |
| 3M | +8.1% | +1.6% | +6.5% | +7.0% |
| 6M | +4.1% | -1.4% | +5.5% | +6.1% |
| YTD | +41.1% | -10.1% | +51.3% | +53.2% |
| 1Y | +95.6% | -8.8% | +104.3% | +109.8% |
| 3Y | +179.3% | +7.6% | +171.6% | +166.4% |
| 5Y | +308.3% | +5.8% | +302.5% | +293.5% |
| All | +1,063.5% | +84.7% | +978.8% | +698.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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