+25,364.8%
TQQQ vs SW
+613.2%
+24,751.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.9% | +4.5% | +3.8% |
| 7D | -15.7% | +2.3% | -18.1% | -16.1% |
| 30D | -37.5% | +6.8% | -44.3% | -38.6% |
| 3M | -27.3% | -5.2% | -22.1% | -26.6% |
| 6M | -26.7% | +7.4% | -34.1% | -28.2% |
| YTD | -0.3% | +17.4% | -17.7% | -4.7% |
| 1Y | -1.5% | +27.1% | -28.6% | -7.6% |
| 3Y | +184.0% | +47.9% | +136.1% | +160.5% |
| 5Y | +28.8% | -2.6% | +31.4% | +22.6% |
| 10Y | +2,251.9% | +182.7% | +2,069.3% | +1,821.0% |
| All | +25,364.8% | +613.2% | +24,751.6% | +20,165.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling