-94.7%
SQQQ vs SWK
-38.5%
-56.2%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.8% | +3.1% | -2.2% |
| 7D | -4.2% | +0.1% | -4.3% | -4.0% |
| 30D | +2.4% | -8.9% | +11.3% | -5.6% |
| 3M | -5.7% | +20.5% | -26.2% | +15.1% |
| 6M | -46.6% | +27.1% | -73.7% | -29.7% |
| YTD | -42.7% | +30.2% | -72.9% | -22.3% |
| 1Y | -52.6% | +24.8% | -77.3% | -37.0% |
| 3Y | -89.8% | +16.3% | -106.1% | -83.4% |
| 5Y | -94.7% | -40.1% | -54.6% | -93.6% |
| All | -94.7% | -38.5% | -56.2% | -93.6% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling