+29,083.4%
TQQQ vs SWKS
+737.9%
+28,345.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.7% | -3.7% | -3.5% |
| 7D | +18.6% | +10.9% | +7.8% | +7.7% |
| 30D | -24.0% | +17.6% | -41.6% | -34.7% |
| 3M | -19.6% | +29.2% | -48.8% | -40.7% |
| 6M | -19.8% | +37.0% | -56.7% | -45.2% |
| YTD | +14.3% | +44.9% | -30.7% | -30.4% |
| 1Y | +8.2% | +33.8% | -25.7% | -28.6% |
| 3Y | +203.4% | +10.2% | +193.2% | +127.2% |
| 5Y | +52.2% | -37.0% | +89.2% | +133.7% |
| 10Y | +2,456.4% | +50.0% | +2,406.4% | +2,213.0% |
| All | +29,083.4% | +737.9% | +28,345.5% | +5,212.0% |
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 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