+16.3%
QQQI vs SWK
+21.4%
-5.0%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.7% | +1.8% | -0.4% |
| 7D | -1.0% | -6.7% | +5.7% | +0.2% |
| 30D | -0.6% | -13.5% | +12.9% | +2.0% |
| 3M | +3.4% | +16.2% | -12.8% | +0.7% |
| 6M | +10.6% | +22.7% | -12.1% | +6.3% |
| YTD | +10.3% | +23.8% | -13.5% | +5.4% |
| 1Y | +16.3% | +20.9% | -4.6% | +10.3% |
| All | +16.3% | +21.4% | -5.0% | +10.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling