-87.1%
SNDQ vs SCHG
+0.7%
-87.8%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +44.4% | -5.5% | +49.9% | +15.7% |
| 7D | +116.9% | -6.8% | +123.6% | +66.4% |
| 30D | +205.2% | -11.2% | +216.4% | +101.7% |
| 3M | +45.4% | -7.4% | +52.8% | +10.6% |
| 6M | -66.2% | -1.0% | -65.2% | -62.8% |
| All | -87.1% | +0.7% | -87.8% | -84.7% |
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 · 6 months rolling