+6,366.1%
UNH vs SCCO
+33,197.0%
-26,831.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -7.2% | +6.0% | +0.1% |
| 7D | -3.2% | -2.7% | -0.5% | -2.7% |
| 30D | -3.5% | -0.2% | -3.3% | -3.7% |
| 3M | -4.2% | +17.8% | -21.9% | -7.6% |
| 6M | +38.3% | +2.3% | +36.1% | +35.6% |
| YTD | +19.2% | +41.6% | -22.4% | +9.1% |
| 1Y | +15.0% | +101.9% | -86.9% | -1.9% |
| 3Y | -14.5% | +186.2% | -200.7% | -33.9% |
| 5Y | +4.6% | +309.7% | -305.1% | -26.8% |
| 10Y | +241.1% | +1,094.2% | -853.1% | +84.3% |
| All | +6,366.1% | +33,197.0% | -26,831.0% | +1,996.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling