+104.7%
TNA vs SCCO
+177.0%
-72.4%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.3% |
| 7D | -7.3% | -2.7% | -4.6% | -5.8% |
| 30D | -14.2% | -0.7% | -13.5% | -14.8% |
| 3M | -4.6% | +8.1% | -12.7% | -12.6% |
| 6M | +36.9% | +4.1% | +32.8% | +28.8% |
| YTD | +42.5% | +41.1% | +1.4% | -1.7% |
| 1Y | +45.8% | +95.6% | -49.8% | -25.6% |
| 3Y | +104.7% | +179.3% | -74.6% | -38.1% |
| All | +104.7% | +177.0% | -72.4% | -38.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling