-93.1%
SQQQ vs SWK
-30.7%
-62.5%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.2% | +3.5% | +3.9% |
| 7D | -11.0% | -1.4% | -9.6% | -11.8% |
| 30D | +17.9% | +25.5% | -7.5% | +44.4% |
| 3M | +19.5% | +11.8% | +7.7% | +32.6% |
| 6M | +4.2% | +48.7% | -44.5% | +54.5% |
| YTD | -35.6% | +57.2% | -92.8% | +3.6% |
| 1Y | -37.7% | +75.3% | -112.9% | +11.8% |
| 3Y | -88.0% | +51.9% | -140.0% | -75.2% |
| All | -93.1% | -30.7% | -62.5% | -90.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling