+98.1%
NU vs SCHD
+54.6%
+43.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.4% | -3.0% | -3.0% |
| 7D | -4.9% | -2.0% | -2.9% | -3.4% |
| 30D | +7.8% | -0.4% | +8.2% | +8.3% |
| 3M | +20.9% | +5.7% | +15.2% | +15.5% |
| 6M | +0.9% | +11.9% | -11.0% | -8.2% |
| YTD | -12.7% | +26.4% | -39.1% | -28.8% |
| 1Y | -6.4% | +27.6% | -34.0% | -24.4% |
| 3Y | +98.1% | +54.9% | +43.2% | +39.6% |
| All | +98.1% | +54.6% | +43.5% | +39.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling