+58.1%
INTC vs SWKS
+11.3%
+46.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.4% | -2.5% |
| 7D | +6.0% | +9.4% | -3.4% | +0.9% |
| 30D | -39.2% | +17.0% | -56.2% | -43.8% |
| 3M | -42.9% | +28.9% | -71.9% | -51.3% |
| 6M | -50.4% | +33.1% | -83.5% | -58.2% |
| YTD | +61.7% | +44.8% | +16.9% | +27.5% |
| 1Y | +66.1% | +36.2% | +29.9% | +35.9% |
| 3Y | +58.1% | +11.5% | +46.7% | +34.0% |
| All | +58.1% | +11.3% | +46.9% | +34.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling