+2,798.4%
TQQQ vs SW
+147.8%
+2,650.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.1% |
| 7D | +0.7% | -5.1% | +5.8% | +2.4% |
| 30D | -0.6% | -4.6% | +3.9% | +0.8% |
| 3M | -14.9% | +9.4% | -24.3% | -17.6% |
| 6M | +44.6% | +3.5% | +41.1% | +42.2% |
| YTD | +37.8% | +22.0% | +15.8% | +27.9% |
| 1Y | +59.2% | +2.2% | +57.0% | +55.5% |
| 3Y | +254.1% | +19.6% | +234.5% | +228.5% |
| 5Y | +100.6% | -2.3% | +102.9% | +85.5% |
| All | +2,798.4% | +147.8% | +2,650.6% | +2,048.7% |
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