-37.6%
SMCI vs SWKS
+14.2%
-51.7%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -2.9% | -2.8% | -4.4% |
| 7D | -17.3% | -4.9% | -12.4% | -15.4% |
| 30D | -31.5% | -1.2% | -30.3% | -31.0% |
| 3M | -6.6% | +24.2% | -30.7% | -16.1% |
| 6M | +6.0% | +21.5% | -15.5% | -2.4% |
| YTD | +1.1% | +33.5% | -32.4% | -13.5% |
| 1Y | -37.6% | +18.9% | -56.5% | -42.8% |
| All | -37.6% | +14.2% | -51.7% | -42.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling