+58.2%
QQQI vs SWK
+6.9%
+51.3%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.0% | +0.2% |
| 7D | +0.8% | -4.6% | +5.4% | +1.8% |
| 30D | +0.2% | -9.9% | +10.1% | +2.3% |
| 3M | +2.3% | +15.4% | -13.1% | -0.9% |
| 6M | +11.6% | +25.0% | -13.4% | +6.0% |
| YTD | +11.3% | +27.2% | -15.9% | +4.9% |
| 1Y | +17.4% | +24.6% | -7.2% | +10.8% |
| All | +58.2% | +6.9% | +51.3% | +45.1% |
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