+143.3%
DELL vs SWKS
+14.2%
+129.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -2.9% | -5.9% | -7.8% |
| 7D | -24.6% | -4.9% | -19.7% | -23.2% |
| 30D | -32.5% | -1.2% | -31.3% | -32.1% |
| 3M | -20.2% | +24.2% | -44.4% | -25.9% |
| 6M | +76.5% | +21.5% | +55.0% | +59.0% |
| YTD | +198.9% | +33.5% | +165.4% | +151.1% |
| 1Y | +143.3% | +18.9% | +124.4% | +131.1% |
| All | +143.3% | +14.2% | +129.2% | +131.1% |
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