-43.6%
SWKS vs QID
-74.8%
+31.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.5% | +3.7% | -0.2% |
| 7D | -6.2% | +9.4% | -15.6% | -0.9% |
| 30D | -1.5% | +31.2% | -32.7% | +15.8% |
| 3M | +23.0% | +17.4% | +5.5% | +36.0% |
| 6M | +27.6% | +8.4% | +19.2% | +39.5% |
| YTD | +32.3% | -15.8% | +48.1% | +26.5% |
| 1Y | +20.1% | -16.3% | +36.5% | +15.1% |
| 3Y | +0.6% | -70.4% | +71.0% | -38.3% |
| All | -43.6% | -74.8% | +31.2% | -60.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling