+84.0%
SCHG vs GEN
+58.8%
+25.3%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.6% |
| 7D | -2.7% | -4.3% | +1.6% | -1.7% |
| 30D | -2.2% | +3.8% | -6.0% | -3.2% |
| 3M | +6.2% | +22.3% | -16.1% | +0.8% |
| 6M | +13.4% | +39.0% | -25.6% | +3.6% |
| YTD | +7.1% | +11.9% | -4.8% | +3.6% |
| 1Y | +12.5% | +4.5% | +8.0% | +10.8% |
| All | +84.0% | +58.8% | +25.3% | +61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 3y: compounded portfolio wealth divided by compounded GEN 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…
3y analysis · Full analysis span regression · 6 months rolling