+3,647.2%
SHOP vs SWKS
+37.5%
+3,609.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | +1.7% |
| 7D | -2.7% | -2.7% | +0.1% | -1.2% |
| 30D | -11.0% | +8.5% | -19.5% | -15.2% |
| 3M | +0.3% | +17.3% | -17.0% | -12.5% |
| 6M | +37.7% | +25.1% | +12.6% | +11.0% |
| YTD | -5.5% | +33.3% | -38.9% | -29.9% |
| 1Y | -0.2% | +22.9% | -23.1% | -21.9% |
| 3Y | +151.9% | +5.5% | +146.3% | +95.3% |
| 5Y | -2.2% | -41.9% | +39.7% | +17.4% |
| 10Y | +3,647.2% | +32.4% | +3,614.7% | +2,722.6% |
| All | +3,647.2% | +37.5% | +3,609.7% | +2,722.6% |
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