+121.2%
INTC vs SWKS
+43.2%
+78.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +6.0% | +1.6% | +4.2% |
| 7D | +7.3% | +5.7% | +1.6% | +4.3% |
| 30D | -38.3% | +17.3% | -55.7% | -43.1% |
| 3M | -36.0% | +28.3% | -64.3% | -45.1% |
| 6M | -51.7% | +26.1% | -77.8% | -58.0% |
| YTD | +69.4% | +41.1% | +28.3% | +35.5% |
| 1Y | +65.0% | +31.4% | +33.6% | +37.6% |
| 3Y | +63.0% | +7.3% | +55.7% | +44.3% |
| 5Y | +33.4% | -37.7% | +71.1% | +53.4% |
| 10Y | +121.2% | +46.0% | +75.2% | +60.1% |
| All | +121.2% | +43.2% | +78.0% | +60.1% |
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 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