+93.5%
QQQ vs SWKS
-25.5%
+118.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.5% | -3.3% | -0.7% |
| 7D | +0.4% | +12.5% | -12.2% | -2.7% |
| 30D | +0.2% | +10.5% | -10.3% | -2.4% |
| 3M | -2.8% | -7.4% | +4.6% | -1.4% |
| 6M | +18.0% | +32.7% | -14.7% | +7.6% |
| YTD | +17.3% | +19.2% | -1.9% | +9.7% |
| 1Y | +25.6% | +2.4% | +23.2% | +22.1% |
| All | +93.5% | -25.5% | +118.9% | +87.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 3y: compounded portfolio wealth divided by compounded SWKS 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…
3y analysis · Full analysis span regression · 6 months rolling