+105.2%
TQQQ vs SCHD
+59.9%
+45.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.4% | +2.2% | +1.5% |
| 7D | -1.9% | -2.0% | 0.0% | +3.6% |
| 30D | -4.9% | -0.4% | -4.4% | -4.3% |
| 3M | -6.4% | +5.7% | -12.1% | -22.9% |
| 6M | +44.4% | +11.9% | +32.5% | +0.7% |
| YTD | +35.2% | +26.4% | +8.7% | -36.0% |
| 1Y | +49.5% | +27.6% | +21.9% | -32.0% |
| 3Y | +250.7% | +54.9% | +195.8% | -16.1% |
| All | +105.2% | +59.9% | +45.2% | -40.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling