+152.5%
QQQM vs SWKS
-43.4%
+196.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.8% |
| 7D | +1.0% | +6.8% | -5.8% | -1.3% |
| 30D | -0.6% | +11.3% | -11.9% | -4.4% |
| 3M | +1.3% | +4.1% | -2.8% | -0.8% |
| 6M | +18.2% | +39.7% | -21.5% | +2.1% |
| YTD | +16.9% | +23.2% | -6.3% | +5.0% |
| 1Y | +24.0% | +5.3% | +18.8% | +17.6% |
| 3Y | +96.0% | -15.1% | +111.1% | +89.1% |
| 5Y | +95.2% | -50.3% | +145.5% | +124.0% |
| All | +152.5% | -43.4% | +196.0% | +174.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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