+33.1%
SWKS vs QQQI
-2.9%
+36.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.9% |
| 7D | +9.4% | +3.3% | +6.1% | +5.9% |
| 30D | +17.0% | -5.8% | +22.8% | +24.6% |
| 3M | +28.9% | -5.0% | +33.9% | +35.5% |
| 6M | +33.1% | -3.2% | +36.3% | +37.9% |
| All | +33.1% | -2.9% | +36.0% | +37.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling