+52.9%
SCHD vs NXT
+173.5%
-120.6%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.9% | -1.5% | +0.3% |
| 7D | -2.0% | -1.9% | 0.0% | -1.9% |
| 30D | -0.4% | -20.0% | +19.6% | +0.7% |
| 3M | +5.7% | -30.7% | +36.5% | +7.4% |
| 6M | +11.9% | -29.0% | +40.8% | +13.0% |
| YTD | +26.4% | -4.8% | +31.3% | +25.1% |
| 1Y | +27.6% | +22.8% | +4.8% | +23.6% |
| 3Y | +54.9% | +93.9% | -39.0% | +40.9% |
| All | +52.9% | +173.5% | -120.6% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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