+1,126.0%
SCHG vs GEN
+366.9%
+759.2%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.7% | +2.0% | 0.0% |
| 7D | -0.1% | -0.7% | +0.6% | +0.1% |
| 30D | -1.5% | +2.6% | -4.1% | -2.3% |
| 3M | +4.4% | +15.8% | -11.4% | -0.2% |
| 6M | +15.7% | +33.1% | -17.4% | +5.5% |
| YTD | +8.3% | +11.3% | -3.0% | +3.7% |
| 1Y | +14.2% | +1.7% | +12.6% | +12.1% |
| 3Y | +88.3% | +58.1% | +30.1% | +59.9% |
| 5Y | +83.5% | +20.6% | +62.8% | +65.3% |
| 10Y | +444.2% | +149.0% | +295.2% | +265.7% |
| All | +1,126.0% | +366.9% | +759.2% | +509.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling