+165.3%
INTC vs SWKS
-25.5%
+190.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.5% | +1.0% | +2.5% |
| 7D | +7.1% | +12.5% | -5.4% | 0.0% |
| 30D | -5.2% | +10.5% | -15.7% | -10.6% |
| 3M | -14.3% | -7.4% | -6.9% | -10.3% |
| 6M | +110.2% | +32.7% | +77.5% | +80.3% |
| YTD | +159.6% | +19.2% | +140.5% | +131.7% |
| 1Y | +289.3% | +2.4% | +286.9% | +277.0% |
| All | +165.3% | -25.5% | +190.8% | +161.5% |
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