+97,349.8%
ASML vs SWKS
+2,773.4%
+94,576.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.5% | +0.6% | +3.0% |
| 7D | +1.1% | +12.5% | -11.4% | -2.8% |
| 30D | +2.2% | +10.5% | -8.3% | -1.3% |
| 3M | -2.3% | -7.4% | +5.1% | -0.2% |
| 6M | +23.0% | +32.7% | -9.7% | +10.1% |
| YTD | +61.1% | +19.2% | +41.9% | +48.7% |
| 1Y | +129.1% | +2.4% | +126.7% | +121.9% |
| 3Y | +165.4% | -25.6% | +191.0% | +179.1% |
| 5Y | +109.5% | -53.4% | +162.9% | +159.9% |
| 10Y | +1,645.7% | +23.2% | +1,622.6% | +1,494.0% |
| All | +97,349.8% | +2,773.4% | +94,576.3% | +24,481.8% |
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