+54.7%
RSP vs SWKS
-25.5%
+80.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.5% | -4.0% | -1.1% |
| 7D | -0.8% | +12.5% | -13.3% | -2.9% |
| 30D | -0.3% | +10.5% | -10.8% | -2.2% |
| 3M | +4.3% | -7.4% | +11.7% | +5.3% |
| 6M | +8.8% | +32.7% | -23.8% | +1.3% |
| YTD | +15.3% | +19.2% | -3.9% | +9.4% |
| 1Y | +18.3% | +2.4% | +15.9% | +15.5% |
| All | +54.7% | -25.5% | +80.2% | +47.7% |
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 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