-99.7%
SCNX vs SPY
+308.5%
-408.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.7% |
| 7D | -2.9% | +3.3% | -6.2% | -5.1% |
| 30D | -7.1% | -2.7% | -4.4% | -5.0% |
| 3M | -73.2% | -1.7% | -71.5% | -72.9% |
| 6M | -69.7% | +3.1% | -72.8% | -70.4% |
| YTD | -76.4% | +11.9% | -88.3% | -78.1% |
| 1Y | -83.1% | +12.0% | -95.1% | -84.2% |
| 3Y | -96.6% | +78.2% | -174.8% | -97.5% |
| 5Y | -99.7% | +73.2% | -172.9% | -99.8% |
| All | -99.7% | +308.5% | -408.2% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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