-41.8%
TECH vs SCCO
+355.0%
-396.8%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.2% |
| 7D | -0.1% | +2.4% | -2.5% | -0.7% |
| 30D | +0.3% | +6.4% | -6.1% | -1.5% |
| 3M | +32.9% | +21.6% | +11.4% | +25.4% |
| 6M | +32.1% | +13.4% | +18.7% | +25.4% |
| YTD | +23.4% | +52.6% | -29.2% | +5.1% |
| 1Y | +34.1% | +122.4% | -88.3% | +0.4% |
| 3Y | +2.2% | +208.5% | -206.3% | -33.3% |
| 5Y | -41.8% | +353.9% | -395.7% | -67.2% |
| All | -41.8% | +355.0% | -396.8% | -67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 5y: compounded portfolio wealth divided by compounded SCCO 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…
5y analysis · Full analysis span regression · 6 months rolling