+127.4%
ADBE vs SWKS
+31.8%
+95.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.1% | -0.2% |
| 7D | -3.8% | -3.1% | -0.7% | -2.8% |
| 30D | -2.3% | +8.3% | -10.6% | -5.3% |
| 3M | -13.3% | +20.2% | -33.5% | -21.1% |
| 6M | -6.5% | +24.9% | -31.4% | -18.6% |
| YTD | -32.4% | +33.2% | -65.5% | -43.8% |
| 1Y | -28.0% | +23.6% | -51.6% | -38.3% |
| 3Y | -60.4% | +1.3% | -61.6% | -66.3% |
| 5Y | -63.4% | -40.6% | -22.9% | -60.4% |
| 10Y | +127.4% | +35.3% | +92.1% | +64.9% |
| All | +127.4% | +31.8% | +95.6% | +64.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling