+11.0%
TQQQ vs SW
+24.2%
-13.1%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.9% | -2.8% | -3.3% |
| 7D | +10.4% | -2.9% | +13.3% | +11.7% |
| 30D | -22.2% | +5.0% | -27.2% | -23.9% |
| 3M | -25.1% | -13.7% | -11.4% | -20.4% |
| 6M | -25.0% | +8.0% | -33.0% | -28.4% |
| YTD | +10.1% | +14.0% | -3.9% | +2.9% |
| 1Y | +11.0% | +25.6% | -14.6% | -0.3% |
| All | +11.0% | +24.2% | -13.1% | -0.3% |
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