+85.7%
SCHG vs UUUU
+79.1%
+6.6%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.0% | +5.8% | +1.5% |
| 7D | -1.0% | -10.5% | +9.5% | +0.3% |
| 30D | -1.3% | -10.5% | +9.2% | -0.1% |
| 3M | +5.4% | -14.1% | +19.6% | +6.8% |
| 6M | +14.4% | -35.5% | +49.9% | +18.9% |
| YTD | +8.0% | -10.9% | +19.0% | +5.6% |
| 1Y | +12.7% | +3.4% | +9.4% | +5.1% |
| 3Y | +85.6% | +73.1% | +12.5% | +49.5% |
| All | +85.7% | +79.1% | +6.6% | +40.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling