+2,239.3%
TQQQ vs SW
+183.3%
+2,056.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +0.2% | +10.0% | +10.1% |
| 7D | -3.2% | +1.8% | -5.0% | -3.6% |
| 30D | -29.2% | +7.0% | -36.2% | -30.9% |
| 3M | -22.5% | -7.6% | -14.9% | -20.8% |
| 6M | -24.2% | +8.5% | -32.7% | -26.7% |
| YTD | +9.9% | +17.7% | -7.8% | +2.8% |
| 1Y | +9.7% | +27.1% | -17.4% | 0.0% |
| 3Y | +211.3% | +48.2% | +163.1% | +173.2% |
| 5Y | +45.6% | -2.3% | +47.9% | +34.7% |
| 10Y | +2,239.3% | +183.3% | +2,056.0% | +1,595.8% |
| All | +2,239.3% | +183.3% | +2,056.0% | +1,595.8% |
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