+93.7%
QQQM vs SWK
+13.2%
+80.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | +0.3% |
| 7D | +1.0% | -4.6% | +5.6% | +2.1% |
| 30D | -0.6% | -9.9% | +9.3% | +1.9% |
| 3M | +1.3% | +15.4% | -14.1% | -2.4% |
| 6M | +18.2% | +25.0% | -6.8% | +11.3% |
| YTD | +16.9% | +27.2% | -10.3% | +9.1% |
| 1Y | +24.0% | +24.6% | -0.5% | +16.0% |
| All | +93.7% | +13.2% | +80.5% | +76.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling