+169.6%
SCHD vs NIO
-49.2%
+218.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.9% | +5.6% | 0.0% |
| 7D | +1.4% | -4.7% | +6.1% | +1.6% |
| 30D | +7.7% | -14.3% | +22.0% | +8.4% |
| 3M | +5.7% | -32.8% | +38.5% | +7.5% |
| 6M | +14.9% | -49.8% | +64.8% | +18.3% |
| YTD | +34.2% | -40.2% | +74.4% | +36.6% |
| 1Y | +36.8% | -52.7% | +89.5% | +40.7% |
| 3Y | +73.2% | -57.9% | +131.1% | +75.3% |
| 5Y | +62.8% | -92.9% | +155.7% | +72.9% |
| All | +169.6% | -49.2% | +218.7% | +154.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling