+62.0%
PSX vs SCHG
+16.2%
+45.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.2% |
| 7D | +1.8% | -0.9% | +2.7% | +1.3% |
| 30D | +21.6% | -2.3% | +23.9% | +20.1% |
| 3M | +46.5% | +4.5% | +41.9% | +50.3% |
| 6M | +62.0% | +13.6% | +48.4% | +77.8% |
| All | +62.0% | +16.2% | +45.9% | +77.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling