+12.9%
TQQQ vs SWK
+87.6%
-74.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +13.1% | -10.3% | -4.2% |
| 7D | -14.0% | +17.9% | -31.9% | -22.0% |
| 30D | -25.1% | +31.9% | -57.1% | -37.0% |
| 3M | -16.7% | +16.6% | -33.2% | -24.0% |
| 6M | -3.7% | +61.1% | -64.8% | -27.2% |
| YTD | +18.8% | +64.2% | -45.5% | -14.9% |
| 1Y | +12.9% | +85.2% | -72.3% | -25.0% |
| All | +12.9% | +87.6% | -74.7% | -25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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