+41.8%
SCHD vs NI
+9.5%
+32.3%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.5% | +0.4% | +1.6% |
| 7D | +3.2% | +3.9% | -0.7% | +2.4% |
| 30D | +10.7% | +15.3% | -4.6% | +7.9% |
| 3M | +7.8% | +2.4% | +5.4% | +7.4% |
| 6M | +16.7% | -4.5% | +21.2% | +17.9% |
| YTD | +35.3% | +11.4% | +23.9% | +32.3% |
| 1Y | +41.8% | +8.5% | +33.3% | +39.4% |
| All | +41.8% | +9.5% | +32.3% | +39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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