-89.3%
SQQQ vs SCHD
+54.6%
-143.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.4% | -3.0% | -1.8% |
| 7D | +1.8% | -2.0% | +3.8% | -2.0% |
| 30D | +4.2% | -0.4% | +4.6% | +3.3% |
| 3M | -3.3% | +5.7% | -9.0% | +6.8% |
| 6M | -43.6% | +11.9% | -55.5% | -28.8% |
| YTD | -41.9% | +26.4% | -68.3% | -3.0% |
| 1Y | -50.6% | +27.6% | -78.2% | -15.8% |
| 3Y | -89.3% | +54.9% | -144.2% | -65.1% |
| All | -89.3% | +54.6% | -143.9% | -65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHD.
Daily Out/Under-Performance
Portfolio return minus SCHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHD 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 SCHD 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