+54.9%
SCHD vs QQQM
+94.0%
-39.1%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.1% |
| 7D | -2.0% | -0.6% | -1.4% | -1.8% |
| 30D | -0.4% | -1.2% | +0.8% | -0.1% |
| 3M | +5.7% | -0.1% | +5.8% | +5.5% |
| 6M | +11.9% | +18.0% | -6.1% | +5.4% |
| YTD | +26.4% | +16.7% | +9.7% | +19.4% |
| 1Y | +27.6% | +23.0% | +4.6% | +17.8% |
| 3Y | +54.9% | +93.3% | -38.4% | +15.0% |
| All | +54.9% | +94.0% | -39.1% | +15.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling