+1,135.8%
SCHG vs SUI
+1,111.6%
+24.2%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.5% | -0.7% |
| 7D | -0.7% | -2.8% | +2.1% | +0.4% |
| 30D | +0.2% | -1.2% | +1.4% | +0.6% |
| 3M | +2.2% | -1.7% | +4.0% | +2.5% |
| 6M | +15.0% | -10.5% | +25.5% | +19.3% |
| YTD | +9.2% | -1.8% | +11.0% | +9.1% |
| 1Y | +15.7% | -4.1% | +19.8% | +16.3% |
| 3Y | +87.3% | +11.3% | +76.0% | +72.3% |
| 5Y | +84.5% | -32.1% | +116.6% | +106.0% |
| 10Y | +448.7% | +110.4% | +338.3% | +271.5% |
| All | +1,135.8% | +1,111.6% | +24.2% | +249.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling