+403.7%
DAL vs SWKS
+1,413.7%
-1,009.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -2.9% | +10.1% | +8.3% |
| 7D | +11.1% | -4.9% | +16.0% | +13.1% |
| 30D | +7.7% | -1.2% | +8.9% | +7.9% |
| 3M | -3.5% | +24.2% | -27.7% | -13.1% |
| 6M | +31.3% | +21.5% | +9.8% | +16.6% |
| YTD | +30.0% | +33.5% | -3.5% | +10.0% |
| 1Y | +62.1% | +18.9% | +43.2% | +43.7% |
| 3Y | +176.6% | +0.4% | +176.3% | +149.6% |
| 5Y | +126.2% | -44.3% | +170.5% | +151.8% |
| 10Y | +135.1% | +37.1% | +98.0% | +69.7% |
| All | +403.7% | +1,413.7% | -1,009.9% | +9.7% |
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