+59.2%
TQQQ vs SW
+1.0%
+58.2%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | 0.0% |
| 7D | +0.7% | -5.1% | +5.8% | +2.9% |
| 30D | -0.6% | -4.6% | +3.9% | +1.2% |
| 3M | -14.9% | +9.4% | -24.3% | -18.7% |
| 6M | +44.6% | +3.5% | +41.1% | +37.7% |
| YTD | +37.8% | +22.0% | +15.8% | +25.3% |
| 1Y | +59.2% | +2.2% | +57.0% | +49.1% |
| All | +59.2% | +1.0% | +58.2% | +49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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