+99.8%
TQQQ vs SWK
-38.7%
+138.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | -0.3% |
| 7D | +0.7% | -0.4% | +1.2% | +1.1% |
| 30D | -0.6% | -5.7% | +5.1% | +4.6% |
| 3M | -14.9% | +24.1% | -39.0% | -29.7% |
| 6M | +44.6% | +24.7% | +19.9% | +18.0% |
| YTD | +37.8% | +33.9% | +3.9% | +3.3% |
| 1Y | +59.2% | +34.7% | +24.5% | +17.0% |
| 3Y | +254.1% | +15.3% | +238.8% | +175.7% |
| All | +99.8% | -38.7% | +138.5% | +181.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling