+41.5%
NU vs SCHD
+55.7%
-14.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.4% | -3.0% | -3.1% |
| 7D | -4.9% | -2.0% | -2.9% | -2.7% |
| 30D | +7.8% | -0.4% | +8.2% | +8.5% |
| 3M | +20.9% | +5.7% | +15.2% | +12.8% |
| 6M | +0.9% | +11.9% | -11.0% | -12.3% |
| YTD | -12.7% | +26.4% | -39.1% | -35.0% |
| 1Y | -6.4% | +27.6% | -34.0% | -31.3% |
| 3Y | +98.1% | +54.9% | +43.2% | +8.2% |
| All | +41.5% | +55.7% | -14.2% | -20.8% |
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 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