+1,945.9%
NOW vs SCHD
+517.8%
+1,428.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -1.8% |
| 7D | -1.7% | +1.4% | -3.1% | -3.1% |
| 30D | -27.4% | +7.7% | -35.1% | -33.0% |
| 3M | -19.4% | +5.7% | -25.1% | -24.2% |
| 6M | +13.1% | +14.9% | -1.8% | -2.1% |
| YTD | -34.3% | +34.2% | -68.5% | -52.2% |
| 1Y | -41.8% | +36.8% | -78.5% | -58.5% |
| 3Y | -20.7% | +73.2% | -93.9% | -56.6% |
| 5Y | -27.2% | +62.8% | -90.0% | -56.4% |
| 10Y | +509.1% | +257.2% | +251.9% | +38.1% |
| All | +1,945.9% | +517.8% | +1,428.1% | +156.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling