+255.5%
AMD vs SWKS
-44.6%
+300.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.9% | +3.9% | +2.9% |
| 7D | -15.5% | -4.9% | -10.6% | -12.5% |
| 30D | -22.6% | -1.2% | -21.5% | -22.0% |
| 3M | -5.7% | +24.2% | -29.9% | -21.4% |
| 6M | +43.1% | +21.5% | +21.6% | +18.2% |
| YTD | +128.2% | +33.5% | +94.7% | +71.4% |
| 1Y | +95.5% | +18.9% | +76.6% | +60.7% |
| 3Y | +335.4% | +0.4% | +335.1% | +259.2% |
| 5Y | +255.5% | -44.3% | +299.8% | +470.5% |
| All | +255.5% | -44.6% | +300.0% | +470.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling