+1,112.5%
SCHG vs UUUU
+18.5%
+1,094.0%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.3% | +5.9% | +0.1% |
| 7D | -2.7% | -5.0% | +2.3% | -2.3% |
| 30D | -2.2% | -7.8% | +5.6% | -1.7% |
| 3M | +6.2% | -0.4% | +6.6% | +5.8% |
| 6M | +13.4% | -32.9% | +46.3% | +16.0% |
| YTD | +7.1% | -6.3% | +13.4% | +5.5% |
| 1Y | +12.5% | +7.9% | +4.6% | +8.3% |
| 3Y | +86.2% | +85.2% | +1.0% | +65.9% |
| 5Y | +83.9% | +97.0% | -13.0% | +58.8% |
| 10Y | +451.3% | +492.6% | -41.3% | +308.8% |
| All | +1,112.5% | +18.5% | +1,094.0% | +783.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling