+2,312.6%
TQQQ vs SW
+184.4%
+2,128.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.2% | -1.9% |
| 7D | -6.6% | +2.2% | -8.8% | -7.1% |
| 30D | -30.4% | +7.4% | -37.8% | -32.2% |
| 3M | -23.2% | -5.9% | -17.3% | -21.9% |
| 6M | -25.5% | +9.0% | -34.5% | -28.1% |
| YTD | +7.9% | +18.1% | -10.2% | +0.9% |
| 1Y | +1.1% | +28.7% | -27.6% | -8.1% |
| 3Y | +186.6% | +48.8% | +137.9% | +151.3% |
| 5Y | +49.5% | +2.5% | +47.1% | +36.8% |
| 10Y | +2,312.6% | +184.4% | +2,128.2% | +1,660.7% |
| All | +2,312.6% | +184.4% | +2,128.2% | +1,660.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling