+106.4%
INTC vs SWKS
+31.8%
+74.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -1.9% | -2.0% |
| 7D | -4.0% | -3.1% | -0.8% | -2.1% |
| 30D | -44.5% | +8.3% | -52.8% | -46.5% |
| 3M | -40.4% | +20.2% | -60.6% | -47.0% |
| 6M | -53.5% | +24.9% | -78.4% | -59.4% |
| YTD | +57.5% | +33.2% | +24.4% | +30.0% |
| 1Y | +51.2% | +23.6% | +27.6% | +30.3% |
| 3Y | +51.6% | +1.3% | +50.3% | +38.4% |
| 5Y | +23.5% | -40.6% | +64.1% | +45.7% |
| 10Y | +106.4% | +35.3% | +71.1% | +55.3% |
| All | +106.4% | +31.8% | +74.5% | +55.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling