+45.4%
NU vs SCHD
+55.1%
-9.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.5% |
| 7D | -4.2% | -3.1% | -1.1% | -0.6% |
| 30D | +10.0% | -0.8% | +10.9% | +11.2% |
| 3M | +29.3% | +6.2% | +23.1% | +20.0% |
| 6M | +0.9% | +11.8% | -10.9% | -12.2% |
| YTD | -10.3% | +26.0% | -36.2% | -33.0% |
| 1Y | -3.2% | +28.1% | -31.3% | -29.3% |
| 3Y | +120.6% | +54.6% | +66.0% | +20.8% |
| All | +45.4% | +55.1% | -9.7% | -18.3% |
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