+4.7%
WY vs SCCO
+1,104.1%
-1,099.4%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.7% | +0.4% |
| 7D | -4.2% | -2.7% | -1.5% | -3.4% |
| 30D | -10.1% | -0.7% | -9.4% | -10.3% |
| 3M | -8.5% | +8.1% | -16.6% | -12.4% |
| 6M | -3.3% | +4.1% | -7.4% | -7.6% |
| YTD | -4.4% | +41.1% | -45.5% | -20.6% |
| 1Y | -11.5% | +95.6% | -107.0% | -36.4% |
| 3Y | -24.3% | +179.3% | -203.6% | -56.4% |
| 5Y | -21.3% | +308.3% | -329.6% | -64.6% |
| All | +4.7% | +1,104.1% | -1,099.4% | -73.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling