-70.2%
SKUU vs SCHG
-4.4%
-65.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -27.4% | -5.5% | -21.9% | -7.0% |
| 7D | -44.1% | -6.8% | -37.4% | -24.4% |
| 30D | -58.1% | -11.2% | -46.9% | -34.1% |
| 3M | -44.3% | -7.4% | -37.0% | -20.3% |
| All | -70.2% | -4.4% | -65.8% | -60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 1y: compounded portfolio wealth divided by compounded SCHG 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…
1y analysis · Full analysis span regression · Available span rolling