+1,063.5%
SCCO vs MDY
+177.2%
+886.4%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -1.2% |
| 7D | -2.7% | -1.9% | -0.8% | -0.8% |
| 30D | -0.7% | -4.6% | +3.9% | +4.2% |
| 3M | +8.1% | -1.2% | +9.3% | +9.8% |
| 6M | +4.1% | +9.2% | -5.1% | -3.2% |
| YTD | +41.1% | +13.1% | +28.1% | +27.1% |
| 1Y | +95.6% | +13.0% | +82.6% | +76.6% |
| 3Y | +179.3% | +49.2% | +130.0% | +92.8% |
| 5Y | +308.3% | +47.2% | +261.1% | +183.1% |
| All | +1,063.5% | +177.2% | +886.4% | +326.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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