+268.7%
TQQQ vs SWKS
-15.7%
+284.3%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -1.7% |
| 7D | +4.4% | +11.8% | -7.5% | -4.5% |
| 30D | -3.1% | +6.7% | -9.8% | -8.2% |
| 3M | -5.2% | 0.0% | -5.2% | -5.3% |
| 6M | +52.4% | +38.7% | +13.7% | +13.4% |
| YTD | +37.4% | +21.4% | +16.1% | +11.7% |
| 1Y | +56.0% | +2.9% | +53.1% | +45.8% |
| 3Y | +268.7% | -16.4% | +285.1% | +264.5% |
| All | +268.7% | -15.7% | +284.3% | +264.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling