+71.3%
SCHG vs SUI
-27.8%
+99.0%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.1% |
| 7D | +4.6% | -3.8% | +8.4% | +5.7% |
| 30D | -6.2% | +3.9% | -10.2% | -7.5% |
| 3M | -3.5% | +0.2% | -3.7% | -3.9% |
| 6M | +0.9% | -4.2% | +5.1% | +1.5% |
| YTD | +5.6% | -2.5% | +8.1% | +5.4% |
| 1Y | +4.4% | -4.0% | +8.5% | +4.7% |
| 3Y | +80.1% | +16.5% | +63.6% | +62.1% |
| 5Y | +71.3% | -27.2% | +98.5% | +97.9% |
| All | +71.3% | -27.8% | +99.0% | +97.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling