+17.7%
INTC vs SWKS
-42.6%
+60.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +1.2% | +6.5% | +7.0% |
| 7D | -14.4% | -6.2% | -8.3% | -11.0% |
| 30D | -50.2% | -1.5% | -48.8% | -49.5% |
| 3M | -43.6% | +23.0% | -66.6% | -51.0% |
| 6M | -50.2% | +27.6% | -77.8% | -57.4% |
| YTD | +52.5% | +32.3% | +20.2% | +24.5% |
| 1Y | +51.1% | +20.1% | +31.0% | +31.0% |
| 3Y | +50.3% | +0.6% | +49.6% | +34.9% |
| All | +17.7% | -42.6% | +60.3% | +36.7% |
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