+2,876.9%
TQQQ vs SCHD
+244.5%
+2,632.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.4% | +2.2% | +1.5% |
| 7D | -1.9% | -2.0% | 0.0% | +3.4% |
| 30D | -4.9% | -0.4% | -4.4% | -4.3% |
| 3M | -6.4% | +5.7% | -12.1% | -22.0% |
| 6M | +44.4% | +11.9% | +32.5% | +3.3% |
| YTD | +35.2% | +26.4% | +8.7% | -32.0% |
| 1Y | +49.5% | +27.6% | +21.9% | -27.3% |
| 3Y | +250.7% | +54.9% | +195.8% | +3.9% |
| 5Y | +104.7% | +60.9% | +43.8% | -29.4% |
| All | +2,876.9% | +244.5% | +2,632.4% | +64.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling