+1,062.8%
SMCI vs SWKS
+31.8%
+1,030.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.1% | -2.7% | -2.8% |
| 7D | -11.5% | -3.1% | -8.3% | -9.9% |
| 30D | -33.6% | +8.3% | -41.9% | -36.1% |
| 3M | -11.7% | +20.2% | -31.9% | -20.6% |
| 6M | -21.4% | +24.9% | -46.4% | -30.1% |
| YTD | -5.1% | +33.2% | -38.2% | -20.7% |
| 1Y | -30.9% | +23.6% | -54.4% | -39.9% |
| 3Y | +4.5% | +1.3% | +3.2% | -1.1% |
| 5Y | +534.2% | -40.6% | +574.8% | +648.6% |
| 10Y | +1,062.8% | +35.3% | +1,027.5% | +851.5% |
| All | +1,062.8% | +31.8% | +1,030.9% | +851.5% |
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