+2,448.5%
TQQQ vs SW
+177.1%
+2,271.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.9% | -2.8% | -3.4% |
| 7D | +10.4% | -2.9% | +13.3% | +11.5% |
| 30D | -22.2% | +5.0% | -27.2% | -23.6% |
| 3M | -25.1% | -13.7% | -11.4% | -21.7% |
| 6M | -25.0% | +8.0% | -33.0% | -27.3% |
| YTD | +10.1% | +14.0% | -3.9% | +4.1% |
| 1Y | +11.0% | +25.6% | -14.6% | +1.7% |
| 3Y | +195.0% | +40.1% | +154.8% | +163.4% |
| 5Y | +46.6% | -2.6% | +49.2% | +36.2% |
| All | +2,448.5% | +177.1% | +2,271.4% | +1,818.7% |
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