+36.2%
SWKS vs QQQI
+7.5%
+28.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.8% |
| 7D | +9.4% | +3.3% | +6.1% | +6.3% |
| 30D | +17.0% | -5.8% | +22.8% | +23.4% |
| 3M | +28.9% | -5.0% | +33.9% | +34.7% |
| 6M | +33.1% | -3.2% | +36.3% | +37.7% |
| YTD | +44.8% | +6.8% | +38.0% | +38.7% |
| 1Y | +36.2% | +9.0% | +27.2% | +27.4% |
| All | +36.2% | +7.5% | +28.7% | +27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 1y: compounded portfolio wealth divided by compounded QQQI 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…
1y analysis · Full analysis span regression · 6 months rolling