+28.0%
NBIS vs SCHD
+42.1%
-14.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.9% | -8.5% | -2.8% |
| 7D | -22.4% | +3.2% | -25.6% | -16.8% |
| 30D | -39.1% | +10.7% | -49.8% | -25.5% |
| 3M | -37.3% | +7.8% | -45.1% | -26.4% |
| 6M | -19.8% | +16.7% | -36.5% | +2.5% |
| YTD | +69.1% | +35.3% | +33.8% | +109.0% |
| 1Y | +28.0% | +41.8% | -13.7% | +59.5% |
| All | +28.0% | +42.1% | -14.1% | +59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHD.
Daily Out/Under-Performance
Portfolio return minus SCHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHD 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 SCHD 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