+1,063.5%
SCCO vs UUUU
+465.5%
+598.0%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.0% | +4.7% | +0.7% |
| 7D | -2.7% | -10.5% | +7.9% | -0.4% |
| 30D | -0.7% | -10.5% | +9.8% | +1.4% |
| 3M | +8.1% | -14.1% | +22.2% | +10.9% |
| 6M | +4.1% | -35.5% | +39.6% | +12.2% |
| YTD | +41.1% | -10.9% | +52.1% | +42.1% |
| 1Y | +95.6% | +3.4% | +92.2% | +86.8% |
| 3Y | +179.3% | +73.1% | +106.1% | +126.8% |
| 5Y | +308.3% | +87.1% | +221.2% | +207.8% |
| All | +1,063.5% | +465.5% | +598.0% | +473.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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