-74.9%
QID vs SWK
-25.5%
-49.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.2% | -2.7% |
| 7D | +9.4% | +11.0% | -1.6% | +16.7% |
| 30D | +31.2% | +30.1% | +1.2% | +53.5% |
| 3M | +17.4% | +14.7% | +2.8% | +27.8% |
| 6M | +8.4% | +44.5% | -36.1% | +38.2% |
| YTD | -15.8% | +59.4% | -75.2% | +16.2% |
| 1Y | -16.3% | +77.5% | -93.9% | +24.1% |
| 3Y | -70.4% | +49.5% | -119.9% | -53.7% |
| All | -74.9% | -25.5% | -49.4% | -69.7% |
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