+96.6%
QQQM vs SWKS
-15.7%
+112.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -0.6% |
| 7D | +1.5% | +11.8% | -10.3% | -1.4% |
| 30D | -0.7% | +6.7% | -7.4% | -2.4% |
| 3M | +0.4% | 0.0% | +0.4% | -0.1% |
| 6M | +20.1% | +38.7% | -18.7% | +8.3% |
| YTD | +17.2% | +21.4% | -4.1% | +9.1% |
| 1Y | +24.7% | +2.9% | +21.8% | +21.2% |
| 3Y | +96.6% | -16.4% | +113.0% | +88.6% |
| All | +96.6% | -15.7% | +112.2% | +88.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling