+35,102.5%
TQQQ vs SWKS
+588.9%
+34,513.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.5% | -3.1% | -2.9% |
| 7D | +0.7% | +12.5% | -11.8% | -10.5% |
| 30D | -0.6% | +10.5% | -11.1% | -10.4% |
| 3M | -14.9% | -7.4% | -7.5% | -8.4% |
| 6M | +44.6% | +32.7% | +11.9% | +3.8% |
| YTD | +37.8% | +19.2% | +18.7% | +6.7% |
| 1Y | +59.2% | +2.4% | +56.8% | +42.4% |
| 3Y | +254.1% | -25.6% | +279.7% | +312.1% |
| 5Y | +100.6% | -53.4% | +154.0% | +332.3% |
| 10Y | +2,857.5% | +23.2% | +2,834.4% | +3,305.0% |
| All | +35,102.5% | +588.9% | +34,513.6% | +8,042.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling