+1,117.7%
SCHG vs TECH
+391.9%
+725.8%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | -0.9% | -0.1% | -0.8% | -0.9% |
| 30D | -2.3% | +0.3% | -2.6% | -2.4% |
| 3M | +4.5% | +32.9% | -28.4% | -6.4% |
| 6M | +13.6% | +32.1% | -18.5% | -0.1% |
| YTD | +7.6% | +23.4% | -15.8% | -3.6% |
| 1Y | +13.0% | +34.1% | -21.0% | -2.9% |
| 3Y | +87.0% | +2.2% | +84.8% | +68.3% |
| 5Y | +82.9% | -41.8% | +124.7% | +105.3% |
| 10Y | +453.6% | +188.9% | +264.7% | +186.4% |
| All | +1,117.7% | +391.9% | +725.8% | +348.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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