+211.3%
TQQQ vs SWK
+53.9%
+157.4%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +2.8% | +7.4% | +8.2% |
| 7D | -3.2% | +10.7% | -13.8% | -9.8% |
| 30D | -29.2% | +33.3% | -62.5% | -42.6% |
| 3M | -22.5% | +14.7% | -37.2% | -30.2% |
| 6M | -24.2% | +48.5% | -72.7% | -43.1% |
| YTD | +9.9% | +63.9% | -54.0% | -24.8% |
| 1Y | +9.7% | +80.4% | -70.7% | -30.3% |
| 3Y | +211.3% | +58.1% | +153.1% | +98.0% |
| All | +211.3% | +53.9% | +157.4% | +98.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling