-94.7%
SQQQ vs SWKS
-52.0%
-42.7%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.5% | +2.3% |
| 7D | -4.2% | +11.8% | -16.0% | +7.8% |
| 30D | +2.4% | +6.7% | -4.3% | +9.9% |
| 3M | -5.7% | 0.0% | -5.7% | -1.0% |
| 6M | -46.6% | +38.7% | -85.3% | -16.5% |
| YTD | -42.7% | +21.4% | -64.1% | -23.3% |
| 1Y | -52.6% | +2.9% | -55.5% | -46.0% |
| 3Y | -89.8% | -16.4% | -73.4% | -87.1% |
| 5Y | -94.7% | -51.2% | -43.5% | -94.3% |
| All | -94.7% | -52.0% | -42.7% | -94.3% |
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