+60.0%
SCHD vs NIO
-90.3%
+150.3%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.4% | -0.8% |
| 7D | -2.6% | -4.1% | +1.5% | -2.4% |
| 30D | -0.3% | -23.2% | +22.9% | +1.2% |
| 3M | +6.1% | -29.9% | +36.0% | +8.1% |
| 6M | +11.7% | -25.1% | +36.8% | +13.0% |
| YTD | +26.3% | -27.5% | +53.8% | +27.8% |
| 1Y | +28.8% | -41.1% | +69.8% | +31.5% |
| 3Y | +55.0% | -63.1% | +118.2% | +59.2% |
| 5Y | +60.0% | -90.4% | +150.4% | +71.7% |
| All | +60.0% | -90.3% | +150.3% | +71.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 5y: compounded portfolio wealth divided by compounded NIO 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…
5y analysis · Full analysis span regression · 6 months rolling