+1,876.8%
MSCI vs SCHG
+1,135.4%
+741.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.8% | -3.0% | -3.0% |
| 7D | -2.1% | -0.1% | -2.0% | -2.0% |
| 30D | -1.7% | -1.5% | -0.3% | -0.3% |
| 3M | -8.2% | +4.4% | -12.6% | -12.5% |
| 6M | -2.4% | +15.7% | -18.2% | -16.6% |
| YTD | -2.8% | +8.3% | -11.1% | -11.2% |
| 1Y | -2.7% | +14.2% | -16.9% | -16.4% |
| 3Y | +7.3% | +88.3% | -81.0% | -48.1% |
| 5Y | -11.4% | +83.5% | -94.9% | -55.8% |
| 10Y | +605.8% | +444.2% | +161.6% | +7.0% |
| All | +1,876.8% | +1,135.4% | +741.4% | +18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded SCHG 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling