-71.4%
OPEN vs SCHG
+5.5%
-76.9%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +1.3% | +12.5% | +11.0% |
| 7D | +3.7% | -2.5% | +6.2% | +9.9% |
| 30D | -14.3% | -5.4% | -8.8% | -3.0% |
| 3M | -51.9% | -2.2% | -49.8% | -49.7% |
| 6M | -61.4% | +5.2% | -66.6% | -65.2% |
| YTD | -66.0% | +6.8% | -72.8% | -68.1% |
| 1Y | -71.4% | +5.9% | -77.3% | -71.1% |
| All | -71.4% | +5.5% | -76.9% | -71.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling