+145.3%
DELL vs SWKS
+21.0%
+124.3%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.8% | +4.6% | +5.1% |
| 7D | -11.8% | -2.7% | -9.1% | -10.8% |
| 30D | -40.8% | +8.5% | -49.3% | -42.1% |
| 3M | -23.6% | +17.3% | -40.9% | -27.6% |
| 6M | +33.4% | +25.1% | +8.3% | +21.3% |
| YTD | +178.0% | +33.3% | +144.7% | +133.7% |
| All | +145.3% | +21.0% | +124.3% | +126.4% |
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