+2,448.5%
TQQQ vs SWK
+18.1%
+2,430.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.2% | -3.9% | -3.9% |
| 7D | +10.4% | -1.4% | +11.8% | +12.0% |
| 30D | -22.2% | +25.5% | -47.6% | -38.7% |
| 3M | -25.1% | +11.8% | -36.9% | -34.2% |
| 6M | -25.0% | +48.7% | -73.7% | -50.3% |
| YTD | +10.1% | +57.2% | -47.1% | -33.3% |
| 1Y | +11.0% | +75.3% | -64.2% | -40.1% |
| 3Y | +195.0% | +51.9% | +143.0% | +65.5% |
| 5Y | +46.6% | -30.7% | +77.4% | +97.9% |
| All | +2,448.5% | +18.1% | +2,430.4% | +1,964.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling