+3,054.7%
TQQQ vs SWKS
+34.8%
+3,019.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.5% | -2.4% | -2.6% |
| 7D | +2.8% | +6.8% | -4.0% | -4.8% |
| 30D | -3.0% | +11.3% | -14.3% | -14.9% |
| 3M | -2.7% | +4.1% | -6.8% | -8.4% |
| 6M | +45.4% | +39.7% | +5.8% | -9.3% |
| YTD | +36.3% | +23.2% | +13.0% | -5.2% |
| 1Y | +53.4% | +5.3% | +48.1% | +27.3% |
| 3Y | +265.6% | -15.1% | +280.7% | +252.2% |
| 5Y | +101.7% | -50.3% | +152.0% | +351.8% |
| 10Y | +3,054.7% | +42.3% | +3,012.3% | +2,809.1% |
| All | +3,054.7% | +34.8% | +3,019.9% | +2,809.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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