+443.2%
SCHG vs SUI
+102.6%
+340.5%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.5% | -0.1% |
| 7D | -2.7% | -4.1% | +1.4% | -1.3% |
| 30D | -2.2% | -3.2% | +0.9% | -1.2% |
| 3M | +6.2% | -8.4% | +14.6% | +9.1% |
| 6M | +13.4% | -14.4% | +27.7% | +19.1% |
| YTD | +7.1% | -5.5% | +12.7% | +8.4% |
| 1Y | +12.5% | -7.3% | +19.9% | +14.4% |
| 3Y | +86.2% | +9.9% | +76.3% | +72.1% |
| 5Y | +83.9% | -31.6% | +115.5% | +104.8% |
| All | +443.2% | +102.6% | +340.5% | +353.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling