+53.4%
TQQQ vs SWKS
+4.5%
+48.9%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.5% | -2.4% | -1.7% |
| 7D | +2.8% | +6.8% | -4.0% | -0.9% |
| 30D | -3.0% | +11.3% | -14.3% | -8.8% |
| 3M | -2.7% | +4.1% | -6.8% | -5.1% |
| 6M | +45.4% | +39.7% | +5.8% | +20.4% |
| YTD | +36.3% | +23.2% | +13.0% | +19.6% |
| 1Y | +53.4% | +5.3% | +48.1% | +50.0% |
| All | +53.4% | +4.5% | +48.9% | +50.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling