+33,286.3%
SCCO vs MDY
+2,269.5%
+31,016.7%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +1.5% |
| 7D | +2.4% | -0.8% | +3.2% | +3.2% |
| 30D | +6.4% | -3.9% | +10.3% | +10.8% |
| 3M | +21.6% | 0.0% | +21.6% | +22.2% |
| 6M | +13.4% | +8.5% | +4.9% | +5.7% |
| YTD | +52.6% | +13.2% | +39.4% | +36.6% |
| 1Y | +122.4% | +15.0% | +107.3% | +96.1% |
| 3Y | +208.5% | +49.6% | +158.9% | +107.6% |
| 5Y | +353.9% | +46.0% | +307.9% | +209.2% |
| 10Y | +1,187.3% | +176.4% | +1,010.9% | +345.8% |
| All | +33,286.3% | +2,269.5% | +31,016.7% | +3,188.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling