+67,702.0%
NVDA vs SCHD
+552.5%
+67,149.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | +0.2% |
| 7D | -0.3% | -2.6% | +2.3% | +3.0% |
| 30D | +2.8% | -0.3% | +3.1% | +3.0% |
| 3M | +7.4% | +6.1% | +1.3% | -1.0% |
| 6M | +22.6% | +11.7% | +10.9% | +5.3% |
| YTD | +20.1% | +26.3% | -6.3% | -12.3% |
| 1Y | +31.2% | +28.8% | +2.4% | -7.2% |
| 3Y | +391.7% | +55.0% | +336.7% | +163.5% |
| 5Y | +911.9% | +60.0% | +851.8% | +449.2% |
| 10Y | +15,200.7% | +243.1% | +14,957.6% | +2,983.5% |
| All | +67,702.0% | +552.5% | +67,149.5% | +5,365.6% |
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 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