+3,054.7%
TQQQ vs SWK
-0.7%
+3,055.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.3% | +1.4% | +1.4% |
| 7D | +2.8% | -4.6% | +7.4% | +7.5% |
| 30D | -3.0% | -9.9% | +6.9% | +7.1% |
| 3M | -2.7% | +15.4% | -18.1% | -15.8% |
| 6M | +45.4% | +25.0% | +20.5% | +15.2% |
| YTD | +36.3% | +27.2% | +9.0% | +3.7% |
| 1Y | +53.4% | +24.6% | +28.8% | +17.5% |
| 3Y | +265.6% | +13.7% | +251.9% | +180.4% |
| 5Y | +101.7% | -41.5% | +143.2% | +225.1% |
| 10Y | +3,054.7% | +0.7% | +3,054.0% | +3,138.3% |
| All | +3,054.7% | -0.7% | +3,055.4% | +3,138.3% |
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