+5.9%
SCHG vs EAT
+109.8%
-103.9%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +6.3% | -5.0% | +0.9% |
| 7D | -2.5% | -0.1% | -2.4% | -2.5% |
| 30D | -5.4% | +13.5% | -19.0% | -6.1% |
| 3M | -2.2% | +1.0% | -3.2% | -2.4% |
| 6M | +5.2% | +57.3% | -52.1% | +1.4% |
| YTD | +6.8% | +53.6% | -46.8% | +3.1% |
| 1Y | +5.9% | +110.8% | -104.9% | -0.4% |
| All | +5.9% | +109.8% | -103.9% | -0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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