+212.4%
URI vs SCCO
+355.0%
-142.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.2% |
| 7D | +5.0% | +2.4% | +2.5% | +4.1% |
| 30D | -9.4% | +6.4% | -15.8% | -11.6% |
| 3M | -5.8% | +21.6% | -27.4% | -12.9% |
| 6M | +25.8% | +13.4% | +12.4% | +17.4% |
| YTD | +27.9% | +52.6% | -24.7% | +2.5% |
| 1Y | +9.7% | +122.4% | -112.7% | -26.3% |
| 3Y | +128.0% | +208.5% | -80.5% | +24.1% |
| 5Y | +212.4% | +353.9% | -141.5% | +37.2% |
| All | +212.4% | +355.0% | -142.6% | +37.2% |
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