+118.0%
NOK vs SCHD
+30.7%
+87.4%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.8% | +3.5% | +2.8% |
| 7D | -1.8% | -0.3% | -1.5% | -1.7% |
| 30D | +4.7% | +3.4% | +1.2% | +3.7% |
| 3M | -39.7% | +7.6% | -47.3% | -41.2% |
| 6M | +23.1% | +12.2% | +10.9% | +15.6% |
| YTD | +55.0% | +29.0% | +26.1% | +48.9% |
| 1Y | +118.0% | +30.3% | +87.8% | +111.1% |
| All | +118.0% | +30.7% | +87.4% | +111.1% |
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