+58.2%
QQQI vs SWK
+4.1%
+54.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -0.3% | -7.5% | +7.2% | +1.3% |
| 30D | -0.3% | -12.5% | +12.2% | +2.5% |
| 3M | +1.3% | +8.3% | -6.9% | -0.5% |
| 6M | +11.5% | +23.4% | -11.9% | +6.2% |
| YTD | +11.3% | +23.8% | -12.6% | +5.4% |
| 1Y | +16.9% | +17.0% | -0.2% | +11.8% |
| All | +58.2% | +4.1% | +54.1% | +45.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling