+46.0%
SWKS vs QID
-99.1%
+145.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -4.6% | +10.6% | +3.2% |
| 7D | +5.7% | -1.1% | +6.8% | +5.6% |
| 30D | +17.3% | +14.4% | +2.9% | +28.5% |
| 3M | +28.3% | +6.7% | +21.6% | +35.0% |
| 6M | +26.1% | +2.6% | +23.5% | +34.2% |
| YTD | +41.1% | -24.2% | +65.3% | +26.4% |
| 1Y | +31.4% | -22.3% | +53.7% | +20.3% |
| 3Y | +7.3% | -72.0% | +79.3% | -38.2% |
| 5Y | -37.7% | -78.2% | +40.5% | -59.6% |
| 10Y | +46.0% | -99.1% | +145.1% | -80.8% |
| All | +46.0% | -99.1% | +145.1% | -80.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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