+2,655.3%
DELL vs SWKS
+37.5%
+2,617.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.8% | +4.6% | +5.1% |
| 7D | -11.8% | -2.7% | -9.1% | -10.5% |
| 30D | -40.8% | +8.5% | -49.3% | -42.7% |
| 3M | -23.6% | +17.3% | -40.9% | -29.2% |
| 6M | +33.4% | +25.1% | +8.3% | +18.1% |
| YTD | +178.0% | +33.3% | +144.7% | +135.0% |
| 1Y | +138.6% | +22.9% | +115.7% | +109.6% |
| 3Y | +400.9% | +5.5% | +395.3% | +345.0% |
| 5Y | +580.7% | -41.9% | +622.6% | +656.2% |
| 10Y | +2,655.3% | +32.4% | +2,622.9% | +1,940.5% |
| All | +2,655.3% | +37.5% | +2,617.8% | +1,940.5% |
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