+21.3%
NOK vs SCHD
+42.1%
-20.8%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.9% | -4.5% | -2.1% |
| 7D | -10.4% | +3.2% | -13.6% | -9.7% |
| 30D | -19.0% | +10.7% | -29.7% | -18.5% |
| 3M | -16.7% | +7.8% | -24.6% | -16.6% |
| 6M | -37.1% | +16.7% | -53.9% | -40.7% |
| YTD | +27.7% | +35.3% | -7.6% | +17.4% |
| 1Y | +21.3% | +41.8% | -20.5% | +6.5% |
| All | +21.3% | +42.1% | -20.8% | +6.5% |
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