+193.8%
SCCO vs SUI
+13.6%
+180.2%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | 0.0% | -0.3% |
| 7D | -5.3% | -2.8% | -2.4% | -4.6% |
| 30D | +2.7% | -1.2% | +3.8% | +2.9% |
| 3M | +4.2% | -1.7% | +5.9% | +4.2% |
| 6M | -0.6% | -10.5% | +9.8% | +2.2% |
| YTD | +45.0% | -1.8% | +46.8% | +45.0% |
| 1Y | +109.3% | -4.1% | +113.4% | +110.4% |
| All | +193.8% | +13.6% | +180.2% | +166.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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