+2,771.1%
NOW vs SCHD
+493.6%
+2,277.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.2% | -2.2% |
| 7D | -2.4% | -0.3% | -2.1% | -2.1% |
| 30D | +20.5% | +3.4% | +17.1% | +16.5% |
| 3M | +18.3% | +7.6% | +10.7% | +10.2% |
| 6M | +24.1% | +12.2% | +11.9% | +10.1% |
| YTD | -7.8% | +29.0% | -36.7% | -29.7% |
| 1Y | -21.4% | +30.3% | -51.7% | -40.9% |
| 3Y | +19.5% | +56.1% | -36.6% | -26.6% |
| 5Y | +4.1% | +60.4% | -56.3% | -36.4% |
| 10Y | +826.4% | +241.3% | +585.2% | +121.8% |
| All | +2,771.1% | +493.6% | +2,277.5% | +277.2% |
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