+1,022.8%
NBIS vs SCHD
+26.3%
+996.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -1.9% | -1.6% |
| 7D | -0.8% | -2.0% | +1.1% | -0.4% |
| 30D | -13.4% | -0.4% | -13.0% | -13.5% |
| 3M | +1.0% | +5.7% | -4.7% | -2.3% |
| 6M | +100.5% | +11.9% | +88.6% | +84.3% |
| YTD | +168.3% | +26.4% | +141.8% | +119.8% |
| 1Y | +151.8% | +27.6% | +124.2% | +104.1% |
| All | +1,022.8% | +26.3% | +996.4% | +659.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling