+152.5%
QQQM vs SWK
-36.7%
+189.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | +0.4% |
| 7D | +1.0% | -4.6% | +5.6% | +2.4% |
| 30D | -0.6% | -9.9% | +9.3% | +2.4% |
| 3M | +1.3% | +15.4% | -14.1% | -3.2% |
| 6M | +18.2% | +25.0% | -6.8% | +9.8% |
| YTD | +16.9% | +27.2% | -10.3% | +7.5% |
| 1Y | +24.0% | +24.6% | -0.5% | +14.2% |
| 3Y | +96.0% | +13.7% | +82.4% | +77.1% |
| 5Y | +95.2% | -41.5% | +136.8% | +106.8% |
| All | +152.5% | -36.7% | +189.2% | +158.5% |
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