+184.0%
TQQQ vs SW
+39.0%
+145.0%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.9% | +4.5% | +4.0% |
| 7D | -15.7% | +2.3% | -18.1% | -16.5% |
| 30D | -37.5% | +6.8% | -44.3% | -39.7% |
| 3M | -27.3% | -5.2% | -22.1% | -25.8% |
| 6M | -26.7% | +7.4% | -34.1% | -30.3% |
| YTD | -0.3% | +17.4% | -17.7% | -10.9% |
| 1Y | -1.5% | +27.1% | -28.6% | -15.8% |
| 3Y | +184.0% | +47.9% | +136.1% | +176.3% |
| All | +184.0% | +39.0% | +145.0% | +176.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling