+155.3%
URI vs SCCO
+183.0%
-27.7%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.3% | +2.8% | +3.8% |
| 7D | +2.6% | -2.4% | +5.0% | +3.3% |
| 30D | +9.1% | -16.5% | +25.5% | +13.6% |
| 3M | +1.0% | -10.4% | +11.3% | +3.1% |
| 6M | +23.3% | -2.8% | +26.1% | +22.0% |
| YTD | +43.3% | +27.2% | +16.1% | +24.5% |
| 1Y | +35.9% | +33.6% | +2.3% | +15.8% |
| All | +155.3% | +183.0% | -27.7% | +45.2% |
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 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