+4.4%
USHY vs SCCO
+109.6%
-105.2%
-2.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | -0.1% | -5.3% | +5.1% | +0.1% |
| 30D | +0.1% | +2.7% | -2.6% | 0.0% |
| 3M | +0.8% | +4.2% | -3.4% | +0.5% |
| 6M | +1.7% | -0.6% | +2.4% | +1.2% |
| YTD | +2.5% | +45.0% | -42.5% | +0.7% |
| 1Y | +4.4% | +109.3% | -104.9% | +1.4% |
| All | +4.4% | +109.6% | -105.2% | +1.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling