+85.6%
SCHG vs TRGP
+260.3%
-174.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.4% | +1.0% |
| 7D | -1.0% | +0.1% | -1.1% | -1.1% |
| 30D | -1.3% | +8.0% | -9.3% | -2.8% |
| 3M | +5.4% | +8.3% | -2.8% | +3.5% |
| 6M | +14.4% | +23.9% | -9.5% | +8.4% |
| YTD | +8.0% | +59.6% | -51.6% | -4.3% |
| 1Y | +12.7% | +79.4% | -66.7% | -3.8% |
| 3Y | +85.6% | +269.4% | -183.8% | +44.2% |
| All | +85.6% | +260.3% | -174.7% | +44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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