-0.2%
SCHG vs SPXU
-21.6%
+21.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +13.2% | -18.7% | 0.0% |
| 7D | -6.8% | +14.2% | -21.0% | -0.9% |
| 30D | -11.2% | +19.3% | -30.5% | -3.6% |
| 3M | -7.4% | +16.2% | -23.5% | -0.2% |
| 6M | -1.0% | -3.5% | +2.4% | +0.1% |
| YTD | +0.9% | -19.2% | +20.1% | -3.5% |
| 1Y | -0.2% | -20.7% | +20.5% | -4.8% |
| All | -0.2% | -21.6% | +21.4% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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