+88.3%
SCHG vs SUI
+12.1%
+76.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.6% |
| 7D | -0.1% | -3.1% | +3.1% | +0.2% |
| 30D | -1.5% | -2.3% | +0.8% | -1.3% |
| 3M | +4.4% | -2.8% | +7.2% | +4.5% |
| 6M | +15.7% | -12.4% | +28.1% | +17.3% |
| YTD | +8.3% | -3.3% | +11.6% | +8.4% |
| 1Y | +14.2% | -5.8% | +20.0% | +14.7% |
| 3Y | +88.3% | +12.5% | +75.8% | +83.7% |
| All | +88.3% | +12.1% | +76.2% | +83.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling