+27,471.2%
SCCO vs WTW
+1,102.0%
+26,369.2%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.4% |
| 7D | -2.7% | -5.7% | +3.1% | -0.2% |
| 30D | -0.7% | -7.3% | +6.5% | +2.5% |
| 3M | +8.1% | +21.5% | -13.4% | -2.2% |
| 6M | +4.1% | +9.6% | -5.5% | -2.6% |
| YTD | +41.1% | -3.3% | +44.4% | +38.6% |
| 1Y | +95.6% | -6.1% | +101.7% | +94.1% |
| 3Y | +179.3% | +61.8% | +117.4% | +106.3% |
| 5Y | +308.3% | +42.7% | +265.6% | +216.4% |
| 10Y | +1,090.2% | +197.2% | +893.0% | +506.2% |
| All | +27,471.2% | +1,102.0% | +26,369.2% | +11,038.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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