+194.8%
SNXX vs SCHG
+14.2%
+180.6%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.9% | -7.9% | -10.7% |
| 7D | -12.0% | -1.0% | -11.0% | -8.4% |
| 30D | +37.9% | -1.3% | +39.2% | +42.7% |
| 3M | -52.7% | +5.4% | -58.1% | -61.6% |
| 6M | +194.8% | +14.4% | +180.4% | +80.7% |
| All | +194.8% | +14.2% | +180.6% | +80.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling