-88.7%
SQQQ vs SWK
+53.9%
-142.5%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | +2.8% | -13.1% | -8.3% |
| 7D | -1.7% | +10.7% | -12.4% | +6.2% |
| 30D | +29.9% | +33.3% | -3.5% | +59.7% |
| 3M | +16.0% | +14.7% | +1.4% | +28.4% |
| 6M | +3.6% | +48.5% | -44.9% | +42.5% |
| YTD | -35.1% | +63.9% | -99.0% | -1.1% |
| 1Y | -37.0% | +80.4% | -117.4% | +3.9% |
| 3Y | -88.7% | +58.1% | -146.8% | -77.4% |
| All | -88.7% | +53.9% | -142.5% | -77.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling