+11.6%
QQQM vs SWK
+76.3%
-64.7%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.7% | +3.0% | +2.4% |
| 7D | -0.2% | -2.3% | +2.0% | +0.2% |
| 30D | -7.5% | +30.4% | -37.9% | -12.3% |
| 3M | -3.8% | +12.1% | -16.0% | -5.9% |
| 6M | -3.0% | +49.1% | -52.1% | -10.6% |
| YTD | +12.8% | +60.4% | -47.7% | +1.1% |
| 1Y | +11.6% | +78.3% | -66.7% | -1.9% |
| All | +11.6% | +76.3% | -64.7% | -1.9% |
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