-38.7%
NOW vs SCHD
+42.1%
-80.8%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.2% | -0.3% |
| 7D | -27.5% | +3.2% | -30.7% | -27.5% |
| 30D | -20.0% | +10.7% | -30.7% | -21.4% |
| 3M | -7.9% | +7.8% | -15.7% | -8.7% |
| 6M | +18.3% | +16.7% | +1.6% | +21.1% |
| YTD | -29.0% | +35.3% | -64.2% | -24.8% |
| 1Y | -38.7% | +41.8% | -80.5% | -37.1% |
| All | -38.7% | +42.1% | -80.8% | -37.1% |
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