+432.9%
SNXX vs SCHG
+9.4%
+423.6%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.9% | +24.2% | +26.7% |
| 7D | +34.9% | -0.7% | +35.6% | +37.3% |
| 30D | +52.5% | +0.2% | +52.3% | +48.2% |
| 3M | -41.3% | +2.2% | -43.6% | -43.4% |
| 6M | +293.8% | +15.0% | +278.7% | +142.0% |
| All | +432.9% | +9.4% | +423.6% | +227.1% |
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