+35.5%
FAST vs SWKS
+20.8%
+14.7%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | +4.8% | -3.1% | +7.9% | +5.1% |
| 30D | +8.6% | +8.3% | +0.3% | +7.8% |
| 3M | +5.7% | +20.2% | -14.5% | +3.2% |
| 6M | +25.5% | +24.9% | +0.5% | +21.0% |
| YTD | +39.6% | +33.2% | +6.5% | +31.0% |
| 1Y | +35.5% | +23.6% | +11.9% | +29.8% |
| All | +35.5% | +20.8% | +14.7% | +29.8% |
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