+268.7%
TQQQ vs SWK
+15.2%
+253.5%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.8% | +2.5% | +1.8% |
| 7D | +4.4% | +0.1% | +4.2% | +4.2% |
| 30D | -3.1% | -8.9% | +5.8% | +3.6% |
| 3M | -5.2% | +20.5% | -25.7% | -17.0% |
| 6M | +52.4% | +27.1% | +25.3% | +27.8% |
| YTD | +37.4% | +30.2% | +7.2% | +11.4% |
| 1Y | +56.0% | +24.8% | +31.2% | +29.7% |
| 3Y | +268.7% | +16.3% | +252.4% | +198.6% |
| All | +268.7% | +15.2% | +253.5% | +198.6% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling