-100.0%
SQQQ vs SWKS
+34.8%
-134.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.7% | +2.6% |
| 7D | -2.7% | +6.8% | -9.5% | +4.8% |
| 30D | +2.4% | +11.3% | -8.9% | +15.7% |
| 3M | -8.0% | +4.1% | -12.0% | +1.2% |
| 6M | -43.9% | +39.7% | -83.6% | -10.2% |
| YTD | -42.2% | +23.2% | -65.4% | -20.3% |
| 1Y | -51.8% | +5.3% | -57.1% | -43.1% |
| 3Y | -89.7% | -15.1% | -74.6% | -86.8% |
| 5Y | -94.7% | -50.3% | -44.4% | -93.9% |
| 10Y | -100.0% | +42.3% | -142.3% | -99.7% |
| All | -100.0% | +34.8% | -134.7% | -99.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling