+23.5%
NVDA vs SCHD
+28.6%
-5.1%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | +0.2% |
| 7D | -5.1% | -2.0% | -3.2% | -6.1% |
| 30D | -2.5% | -0.4% | -2.1% | -2.7% |
| 3M | +6.7% | +5.7% | +0.9% | +9.7% |
| 6M | +17.6% | +11.9% | +5.7% | +23.4% |
| YTD | +17.3% | +26.4% | -9.1% | +32.6% |
| 1Y | +23.5% | +27.6% | -4.1% | +41.0% |
| All | +23.5% | +28.6% | -5.1% | +41.0% |
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