+2.6%
NOW vs SCHD
+61.0%
-58.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.1% | -3.9% | -3.8% |
| 7D | -6.1% | -1.1% | -4.9% | -4.9% |
| 30D | +7.5% | +1.5% | +6.0% | +5.8% |
| 3M | +17.5% | +7.4% | +10.1% | +9.3% |
| 6M | +7.9% | +12.4% | -4.4% | -4.8% |
| YTD | -12.4% | +27.5% | -39.9% | -33.7% |
| 1Y | -28.6% | +30.0% | -58.6% | -47.3% |
| 3Y | +11.8% | +56.5% | -44.7% | -37.1% |
| 5Y | +2.6% | +60.7% | -58.0% | -42.6% |
| All | +2.6% | +61.0% | -58.3% | -42.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling