-77.2%
QID vs SWK
-25.5%
-51.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.4% | +2.7% | +0.5% |
| 7D | +1.8% | +11.3% | -9.5% | +8.9% |
| 30D | +21.6% | +31.5% | -9.8% | +43.4% |
| 3M | +12.6% | +14.4% | -1.8% | +22.5% |
| 6M | +6.9% | +46.4% | -39.5% | +37.5% |
| YTD | -20.5% | +61.6% | -82.1% | +10.7% |
| 1Y | -18.1% | +78.7% | -96.8% | +22.2% |
| 3Y | -70.7% | +54.4% | -125.1% | -53.1% |
| 5Y | -77.2% | -25.3% | -51.9% | -72.7% |
| All | -77.2% | -25.5% | -51.8% | -72.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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