+213.4%
RSP vs SWKS
+33.1%
+180.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.6% | -0.7% |
| 7D | -1.0% | -6.2% | +5.1% | +0.7% |
| 30D | +2.6% | -1.5% | +4.1% | +2.8% |
| 3M | -0.8% | +23.0% | -23.8% | -7.7% |
| 6M | +6.3% | +27.6% | -21.3% | -3.7% |
| YTD | +14.1% | +32.3% | -18.2% | +1.0% |
| 1Y | +18.0% | +20.1% | -2.1% | +7.5% |
| 3Y | +61.0% | +0.6% | +60.4% | +45.9% |
| 5Y | +45.6% | -42.3% | +87.9% | +54.0% |
| All | +213.4% | +33.1% | +180.3% | +142.3% |
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