+33,435.9%
GILD vs SWKS
+11,636.4%
+21,799.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.2% | -0.9% |
| 7D | -2.6% | +6.8% | -9.4% | -3.5% |
| 30D | +9.5% | +11.3% | -1.8% | +7.9% |
| 3M | +16.8% | +4.1% | +12.8% | +15.7% |
| 6M | +0.6% | +39.7% | -39.1% | -4.6% |
| YTD | +20.1% | +23.2% | -3.1% | +15.6% |
| 1Y | +29.1% | +5.3% | +23.8% | +26.4% |
| 3Y | +111.5% | -15.1% | +126.6% | +108.4% |
| 5Y | +147.6% | -50.3% | +197.9% | +157.3% |
| 10Y | +165.9% | +42.3% | +123.6% | +133.3% |
| All | +33,435.9% | +11,636.4% | +21,799.5% | +18,091.7% |
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 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