+447.8%
SCHG vs UUUU
+465.5%
-17.7%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.0% | +5.8% | +1.4% |
| 7D | -1.0% | -10.5% | +9.5% | +0.2% |
| 30D | -1.3% | -10.5% | +9.2% | -0.2% |
| 3M | +5.4% | -14.1% | +19.6% | +6.7% |
| 6M | +14.4% | -35.5% | +49.9% | +18.5% |
| YTD | +8.0% | -10.9% | +19.0% | +6.2% |
| 1Y | +12.7% | +3.4% | +9.4% | +6.8% |
| 3Y | +85.6% | +73.1% | +12.5% | +57.0% |
| 5Y | +85.5% | +87.1% | -1.6% | +48.9% |
| All | +447.8% | +465.5% | -17.7% | +238.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling