-36.0%
SQQQ vs SWK
+87.6%
-123.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +13.1% | -15.9% | +4.2% |
| 7D | +14.6% | +17.9% | -3.3% | +25.7% |
| 30D | +28.9% | +31.9% | -3.1% | +51.5% |
| 3M | +13.1% | +16.6% | -3.4% | +23.1% |
| 6M | -15.2% | +61.1% | -76.3% | +15.4% |
| YTD | -37.0% | +64.2% | -101.2% | -8.4% |
| 1Y | -36.0% | +85.2% | -121.2% | +1.2% |
| All | -36.0% | +87.6% | -123.6% | +1.2% |
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