+33,565.4%
TQQQ vs SCHW
+641.7%
+32,923.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.7% | -4.0% | -4.0% |
| 7D | -3.9% | -2.8% | -1.2% | -1.3% |
| 30D | -5.3% | -0.1% | -5.2% | -5.6% |
| 3M | +0.1% | +20.6% | -20.4% | -18.5% |
| 6M | +40.7% | +15.9% | +24.7% | +16.9% |
| YTD | +31.8% | +8.5% | +23.3% | +16.3% |
| 1Y | +48.2% | +17.8% | +30.4% | +20.2% |
| 3Y | +253.6% | +88.5% | +165.1% | +78.0% |
| 5Y | +99.6% | +60.6% | +39.0% | +13.4% |
| 10Y | +2,951.5% | +298.0% | +2,653.5% | +501.2% |
| All | +33,565.4% | +641.7% | +32,923.7% | +3,305.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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