+35,102.5%
TQQQ vs SWK
+176.8%
+34,925.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | -0.5% |
| 7D | +0.7% | -0.4% | +1.2% | +1.2% |
| 30D | -0.6% | -5.7% | +5.1% | +5.6% |
| 3M | -14.9% | +24.1% | -39.0% | -32.7% |
| 6M | +44.6% | +24.7% | +19.9% | +12.2% |
| YTD | +37.8% | +33.9% | +3.9% | -3.5% |
| 1Y | +59.2% | +34.7% | +24.5% | +8.4% |
| 3Y | +254.1% | +15.3% | +238.8% | +158.4% |
| 5Y | +100.6% | -39.3% | +139.9% | +215.2% |
| 10Y | +2,857.5% | +2.5% | +2,855.1% | +2,380.0% |
| All | +35,102.5% | +176.8% | +34,925.7% | +9,023.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling