+34.4%
NVDA vs SCHD
+30.7%
+3.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +0.4% |
| 7D | +5.9% | -0.3% | +6.2% | +5.7% |
| 30D | +5.1% | +3.4% | +1.6% | +6.9% |
| 3M | +5.4% | +7.6% | -2.3% | +9.3% |
| 6M | +26.0% | +12.2% | +13.9% | +32.5% |
| YTD | +23.7% | +29.0% | -5.3% | +40.6% |
| 1Y | +34.4% | +30.3% | +4.1% | +55.1% |
| All | +34.4% | +30.7% | +3.7% | +55.1% |
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