+44.9%
C vs SWKS
+4.6%
+40.2%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.5% | -3.8% | -0.9% |
| 7D | +3.6% | +12.5% | -8.9% | +1.6% |
| 30D | +0.1% | +10.5% | -10.4% | -1.7% |
| 3M | +2.4% | -7.4% | +9.8% | +2.7% |
| 6M | +24.9% | +32.7% | -7.7% | +16.0% |
| YTD | +19.8% | +19.2% | +0.6% | +13.6% |
| 1Y | +44.9% | +2.4% | +42.5% | +40.6% |
| All | +44.9% | +4.6% | +40.2% | +40.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling