+37,071.1%
ADI vs SWKS
+8,307.4%
+28,763.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.5% | -1.9% | +0.6% |
| 7D | +0.4% | +12.5% | -12.1% | -2.9% |
| 30D | -3.8% | +10.5% | -14.3% | -6.5% |
| 3M | -15.3% | -7.4% | -7.9% | -13.6% |
| 6M | +6.7% | +32.7% | -26.0% | -2.3% |
| YTD | +34.8% | +19.2% | +15.6% | +26.5% |
| 1Y | +49.0% | +2.4% | +46.6% | +45.7% |
| 3Y | +108.1% | -25.6% | +133.7% | +119.7% |
| 5Y | +142.4% | -53.4% | +195.9% | +189.7% |
| 10Y | +589.9% | +23.2% | +566.7% | +543.7% |
| All | +37,071.1% | +8,307.4% | +28,763.7% | +12,735.9% |
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 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