+138.2%
QQQM vs SWKS
-38.9%
+177.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.4% | -0.5% |
| 7D | -1.5% | -3.1% | +1.6% | -0.5% |
| 30D | -10.2% | +8.3% | -18.5% | -12.6% |
| 3M | -6.3% | +20.2% | -26.5% | -13.4% |
| 6M | -4.9% | +24.9% | -29.8% | -14.5% |
| YTD | +10.3% | +33.2% | -22.9% | -4.9% |
| 1Y | +8.8% | +23.6% | -14.8% | -3.5% |
| 3Y | +81.8% | +1.3% | +80.5% | +60.9% |
| 5Y | +79.1% | -40.6% | +119.7% | +91.2% |
| All | +138.2% | -38.9% | +177.0% | +149.1% |
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