+156.1%
SCHD vs NIO
-36.8%
+192.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.9% | -1.1% |
| 7D | -1.1% | -6.7% | +5.5% | -0.8% |
| 30D | +1.5% | -20.0% | +21.5% | +2.5% |
| 3M | +7.4% | -30.5% | +37.9% | +9.1% |
| 6M | +12.4% | -20.7% | +33.1% | +13.1% |
| YTD | +27.5% | -25.7% | +53.2% | +28.6% |
| 1Y | +30.0% | -38.6% | +68.6% | +32.0% |
| 3Y | +56.5% | -62.3% | +118.7% | +59.2% |
| 5Y | +60.7% | -90.1% | +150.7% | +68.3% |
| All | +156.1% | -36.8% | +192.9% | +139.1% |
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