+1,776.0%
SMCI vs SWKS
+30.1%
+1,745.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | -0.1% | +0.8% |
| 7D | +9.7% | +11.8% | -2.2% | +3.5% |
| 30D | +29.3% | +6.7% | +22.6% | +25.0% |
| 3M | -8.5% | 0.0% | -8.5% | -7.4% |
| 6M | +28.6% | +38.7% | -10.1% | +7.8% |
| YTD | +37.5% | +21.4% | +16.2% | +22.1% |
| 1Y | +0.5% | +2.9% | -2.4% | -3.3% |
| 3Y | +43.4% | -16.4% | +59.9% | +51.1% |
| 5Y | +1,008.2% | -51.2% | +1,059.3% | +1,341.6% |
| 10Y | +1,776.0% | +31.0% | +1,745.0% | +1,552.5% |
| All | +1,776.0% | +30.1% | +1,745.9% | +1,552.5% |
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