+34,426.4%
TQQQ vs SCHG
+1,202.7%
+33,223.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.7% | 0.0% |
| 7D | -1.9% | -1.0% | -0.9% | +1.2% |
| 30D | -4.9% | -1.3% | -3.6% | -1.0% |
| 3M | -6.4% | +5.4% | -11.8% | -18.4% |
| 6M | +44.4% | +14.4% | +30.0% | +2.0% |
| YTD | +35.2% | +8.0% | +27.1% | +14.8% |
| 1Y | +49.5% | +12.7% | +36.8% | +14.6% |
| 3Y | +250.7% | +85.6% | +165.1% | -23.7% |
| 5Y | +104.7% | +85.5% | +19.2% | -33.6% |
| 10Y | +3,029.5% | +456.0% | +2,573.5% | -26.2% |
| All | +34,426.4% | +1,202.7% | +33,223.7% | +27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 all: compounded portfolio wealth divided by compounded SCHG 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…
all analysis · Full analysis span regression · 6 months rolling