+38.0%
SCHD vs QQQM
+5.3%
+32.7%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -6.3% | +4.2% | -2.1% |
| 7D | -0.5% | -9.4% | +8.9% | -0.5% |
| 30D | +7.8% | -14.7% | +22.5% | +7.9% |
| 3M | +6.1% | -9.6% | +15.7% | +6.1% |
| 6M | +13.6% | -4.7% | +18.3% | +13.0% |
| YTD | +32.3% | +5.9% | +26.4% | +29.4% |
| 1Y | +38.0% | +4.5% | +33.5% | +35.4% |
| All | +38.0% | +5.3% | +32.7% | +35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQM.
Daily Out/Under-Performance
Portfolio return minus QQQM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQM 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 QQQM 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