+179.3%
SCCO vs MDY
+48.5%
+130.8%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -1.3% |
| 7D | -2.7% | -1.9% | -0.8% | -0.4% |
| 30D | -0.7% | -4.6% | +3.9% | +5.3% |
| 3M | +8.1% | -1.2% | +9.3% | +10.1% |
| 6M | +4.1% | +9.2% | -5.1% | -4.4% |
| YTD | +41.1% | +13.1% | +28.1% | +25.2% |
| 1Y | +95.6% | +13.0% | +82.6% | +73.8% |
| 3Y | +179.3% | +49.2% | +130.0% | +81.5% |
| All | +179.3% | +48.5% | +130.8% | +81.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling