+24.7%
QQQM vs SWK
+24.6%
+0.1%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.7% | +0.5% |
| 7D | +1.5% | +0.1% | +1.4% | +1.4% |
| 30D | -0.7% | -8.9% | +8.3% | +1.3% |
| 3M | +0.4% | +20.5% | -20.1% | -3.3% |
| 6M | +20.1% | +27.1% | -7.0% | +13.8% |
| YTD | +17.2% | +30.2% | -12.9% | +10.1% |
| 1Y | +24.7% | +24.8% | 0.0% | +16.2% |
| All | +24.7% | +24.6% | +0.1% | +16.2% |
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