+27,465.3%
TQQQ vs SWKS
+669.8%
+26,795.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.6% | -1.6% |
| 7D | -6.6% | -3.1% | -3.4% | -3.4% |
| 30D | -30.4% | +8.3% | -38.7% | -35.4% |
| 3M | -23.2% | +20.2% | -43.4% | -39.3% |
| 6M | -25.5% | +24.9% | -50.5% | -44.6% |
| YTD | +7.9% | +33.2% | -25.2% | -28.7% |
| 1Y | +1.1% | +23.6% | -22.5% | -28.0% |
| 3Y | +186.6% | +1.3% | +185.4% | +132.6% |
| 5Y | +49.5% | -40.6% | +90.1% | +142.9% |
| 10Y | +2,312.6% | +35.3% | +2,277.3% | +2,298.6% |
| All | +27,465.3% | +669.8% | +26,795.6% | +5,338.2% |
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