+93.9%
INTC vs SWKS
-53.5%
+147.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.5% | +1.0% | +2.4% |
| 7D | +7.1% | +12.5% | -5.4% | -0.3% |
| 30D | -5.2% | +10.5% | -15.7% | -10.9% |
| 3M | -14.3% | -7.4% | -6.9% | -9.9% |
| 6M | +110.2% | +32.7% | +77.5% | +77.6% |
| YTD | +159.6% | +19.2% | +140.5% | +129.2% |
| 1Y | +289.3% | +2.4% | +286.9% | +275.2% |
| 3Y | +166.1% | -25.6% | +191.7% | +191.5% |
| All | +93.9% | -53.5% | +147.4% | +149.7% |
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