-38.2%
SNDU vs SCHG
+7.6%
-45.8%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -44.1% | -5.5% | -38.6% | -16.8% |
| 7D | -67.5% | -6.8% | -60.7% | -47.2% |
| 30D | -80.3% | -11.2% | -69.1% | -59.4% |
| 3M | -74.1% | -7.4% | -66.8% | -56.5% |
| 6M | -85.8% | -1.0% | -84.8% | -80.5% |
| All | -38.2% | +7.6% | -45.8% | -40.2% |
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