+5.9%
SCHG vs BEN
+56.2%
-50.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.7% | -3.4% | -0.2% |
| 7D | -2.5% | +6.7% | -9.3% | -4.4% |
| 30D | -5.4% | +3.0% | -8.5% | -6.3% |
| 3M | -2.2% | -4.3% | +2.2% | -1.0% |
| 6M | +5.2% | +16.4% | -11.2% | 0.0% |
| YTD | +6.8% | +46.8% | -40.0% | -6.3% |
| 1Y | +5.9% | +57.3% | -51.4% | -9.0% |
| All | +5.9% | +56.2% | -50.3% | -9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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