-24.1%
NU vs SCHD
+42.1%
-66.2%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.9% | +1.4% | +2.4% |
| 7D | +0.2% | +3.2% | -3.0% | -1.2% |
| 30D | -21.0% | +10.7% | -31.7% | -24.6% |
| 3M | -16.3% | +7.8% | -24.2% | -18.7% |
| 6M | -15.3% | +16.7% | -32.0% | -21.2% |
| YTD | -28.4% | +35.3% | -63.6% | -40.4% |
| 1Y | -24.1% | +41.8% | -65.9% | -40.1% |
| All | -24.1% | +42.1% | -66.2% | -40.1% |
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