-93.1%
SQQQ vs SWKS
-37.3%
-55.8%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.1% | +3.8% | +3.6% |
| 7D | -11.0% | +9.4% | -20.4% | -2.3% |
| 30D | +17.9% | +17.0% | +1.0% | +39.1% |
| 3M | +19.5% | +28.9% | -9.4% | +57.2% |
| 6M | +4.2% | +33.1% | -28.9% | +51.6% |
| YTD | -35.6% | +44.8% | -80.4% | +4.4% |
| 1Y | -37.7% | +36.2% | -73.9% | -5.1% |
| 3Y | -88.0% | +11.5% | -99.5% | -78.4% |
| All | -93.1% | -37.3% | -55.8% | -90.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling