+103.2%
GOOGL vs SWKS
-37.7%
+140.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +6.0% | -3.8% | +0.5% |
| 7D | +1.6% | +5.7% | -4.1% | +0.1% |
| 30D | -16.8% | +17.3% | -34.1% | -20.5% |
| 3M | -14.6% | +28.3% | -42.9% | -21.8% |
| 6M | -24.4% | +26.1% | -50.5% | -31.7% |
| YTD | -6.1% | +41.1% | -47.2% | -19.5% |
| 1Y | +1.0% | +31.4% | -30.4% | -11.4% |
| 3Y | +123.4% | +7.3% | +116.1% | +90.9% |
| 5Y | +103.2% | -37.7% | +140.9% | +120.7% |
| All | +103.2% | -37.7% | +140.9% | +120.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling