+630.6%
ADI vs SWKS
+37.5%
+593.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.8% | +7.8% | +8.1% |
| 7D | -4.4% | -2.7% | -1.7% | -2.7% |
| 30D | -2.8% | +8.5% | -11.3% | -7.1% |
| 3M | +1.5% | +17.3% | -15.8% | -9.7% |
| 6M | -4.7% | +25.1% | -29.8% | -19.8% |
| YTD | +46.8% | +33.3% | +13.5% | +15.7% |
| 1Y | +74.9% | +22.9% | +52.0% | +44.8% |
| 3Y | +147.4% | +5.5% | +141.9% | +109.8% |
| 5Y | +131.9% | -41.9% | +173.8% | +178.2% |
| 10Y | +630.6% | +32.4% | +598.2% | +406.5% |
| All | +630.6% | +37.5% | +593.1% | +406.5% |
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 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