+2,886.3%
DELL vs SWKS
+43.2%
+2,843.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +6.0% | +5.8% | +9.2% |
| 7D | +0.4% | +5.7% | -5.3% | -1.7% |
| 30D | -35.1% | +17.3% | -52.4% | -39.2% |
| 3M | -15.1% | +28.3% | -43.4% | -24.2% |
| 6M | +51.7% | +26.1% | +25.7% | +34.4% |
| YTD | +200.0% | +41.1% | +158.9% | +147.8% |
| 1Y | +172.1% | +31.4% | +140.7% | +132.6% |
| 3Y | +431.2% | +7.3% | +423.9% | +369.6% |
| 5Y | +633.1% | -37.7% | +670.8% | +692.0% |
| 10Y | +2,886.3% | +46.0% | +2,840.3% | +2,029.7% |
| All | +2,886.3% | +43.2% | +2,843.2% | +2,029.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling