+4,681.2%
DELL vs SWKS
+31.9%
+4,649.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.5% | -2.0% | 0.0% |
| 7D | +14.9% | +12.5% | +2.4% | +9.5% |
| 30D | +13.3% | +10.5% | +2.8% | +8.7% |
| 3M | +24.4% | -7.4% | +31.8% | +28.0% |
| 6M | +258.0% | +32.7% | +225.3% | +208.1% |
| YTD | +320.2% | +19.2% | +301.0% | +276.9% |
| 1Y | +319.1% | +2.4% | +316.7% | +300.8% |
| 3Y | +706.5% | -25.6% | +732.2% | +740.9% |
| 5Y | +1,071.9% | -53.4% | +1,125.3% | +1,333.5% |
| 10Y | +4,683.5% | +23.2% | +4,660.3% | +3,751.2% |
| All | +4,681.2% | +31.9% | +4,649.4% | +3,755.1% |
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 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