+1,117.7%
SCHG vs BEN
+79.2%
+1,038.5%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.1% |
| 7D | -0.9% | +3.4% | -4.2% | -2.2% |
| 30D | -2.3% | +1.8% | -4.1% | -3.1% |
| 3M | +4.5% | +8.4% | -3.9% | +0.9% |
| 6M | +13.6% | +35.6% | -22.1% | -0.2% |
| YTD | +7.6% | +46.4% | -38.8% | -8.6% |
| 1Y | +13.0% | +46.3% | -33.3% | -4.2% |
| 3Y | +87.0% | +54.6% | +32.4% | +49.8% |
| 5Y | +82.9% | +39.4% | +43.5% | +49.7% |
| 10Y | +453.6% | +57.6% | +396.1% | +287.4% |
| All | +1,117.7% | +79.2% | +1,038.5% | +642.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling